+631.1%
CPRT vs TRU
+228.6%
+402.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.8% | -0.5% | -2.2% |
| 7D | +0.4% | -7.2% | +7.6% | +3.3% |
| 30D | +9.9% | -2.8% | +12.7% | +11.1% |
| 3M | +5.6% | +13.0% | -7.4% | +0.4% |
| 6M | -13.6% | +0.7% | -14.3% | -14.6% |
| YTD | -16.7% | -9.0% | -7.7% | -15.0% |
| 1Y | -33.1% | -16.3% | -16.8% | -29.9% |
| 3Y | -27.1% | -1.1% | -26.0% | -33.3% |
| 5Y | -9.9% | -36.0% | +26.1% | -0.8% |
| 10Y | +415.3% | +139.9% | +275.4% | +256.8% |
| All | +631.1% | +228.6% | +402.6% | +381.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded TRU 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling