+3,024.4%
CPRT vs TRI
+584.3%
+2,440.1%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.6% | -0.6% |
| 7D | -0.4% | -2.9% | +2.5% | +0.8% |
| 30D | +21.2% | +3.7% | +17.5% | +19.0% |
| 3M | +8.3% | +3.7% | +4.6% | +5.8% |
| 6M | -3.4% | +35.1% | -38.5% | -16.7% |
| YTD | -18.7% | -14.0% | -4.7% | -16.7% |
| 1Y | -23.5% | -19.0% | -4.6% | -19.7% |
| 3Y | -34.2% | -12.0% | -22.2% | -35.0% |
| 5Y | -18.2% | +0.6% | -18.9% | -24.1% |
| 10Y | +370.9% | +225.4% | +145.5% | +168.8% |
| All | +3,024.4% | +584.3% | +2,440.1% | +1,029.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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