+374.9%
CPRT vs TROW
+130.0%
+244.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.2% | -1.4% | -2.0% |
| 7D | -11.2% | -3.2% | -8.0% | -9.8% |
| 30D | +3.3% | -4.6% | +7.9% | +5.7% |
| 3M | -3.6% | -0.7% | -2.9% | -3.7% |
| 6M | -15.8% | +22.2% | -38.0% | -24.1% |
| YTD | -23.5% | +6.6% | -30.1% | -26.7% |
| 1Y | -38.8% | +5.8% | -44.6% | -41.3% |
| 3Y | -33.4% | +11.6% | -45.1% | -39.5% |
| 5Y | -16.4% | -38.9% | +22.6% | +0.9% |
| All | +374.9% | +130.0% | +244.9% | +209.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded TROW 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling