-27.1%
CPRT vs SYY
+25.4%
-52.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -3.1% | -3.3% |
| 7D | +0.4% | -2.8% | +3.2% | +1.0% |
| 30D | +9.9% | -5.3% | +15.2% | +11.2% |
| 3M | +5.6% | +5.1% | +0.6% | +4.5% |
| 6M | -13.6% | -5.0% | -8.6% | -12.8% |
| YTD | -16.7% | +10.7% | -27.4% | -20.1% |
| 1Y | -33.1% | +0.7% | -33.8% | -33.8% |
| 3Y | -27.1% | +24.0% | -51.1% | -33.5% |
| All | -27.1% | +25.4% | -52.5% | -33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 3y: compounded portfolio wealth divided by compounded SYY 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…
3y analysis · Full analysis span regression · 6 months rolling