+22,034.1%
CPRT vs SWK
+1,016.9%
+21,017.2%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.1% |
| 7D | +2.2% | -0.4% | +2.7% | +2.3% |
| 30D | +16.6% | -5.7% | +22.4% | +18.7% |
| 3M | +9.6% | +24.1% | -14.5% | +1.9% |
| 6M | -11.1% | +24.7% | -35.8% | -18.1% |
| YTD | -13.9% | +33.9% | -47.8% | -22.6% |
| 1Y | -32.5% | +34.7% | -67.2% | -39.9% |
| 3Y | -25.0% | +15.3% | -40.3% | -32.7% |
| 5Y | -7.4% | -39.3% | +31.9% | -0.3% |
| 10Y | +422.0% | +2.5% | +419.5% | +352.9% |
| All | +22,034.1% | +1,016.9% | +21,017.2% | +11,482.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SWK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling