-41.2%
CPRT vs VIK
+239.9%
-281.1%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | -0.3% |
| 7D | -1.5% | +3.2% | -4.6% | -1.9% |
| 30D | +21.4% | +8.2% | +13.2% | +19.9% |
| 3M | +10.4% | -14.7% | +25.1% | +12.4% |
| 6M | -4.3% | +10.3% | -14.6% | -7.2% |
| YTD | -18.3% | +24.5% | -42.7% | -23.2% |
| 1Y | -22.5% | +45.7% | -68.2% | -29.8% |
| All | -41.2% | +239.9% | -281.1% | -54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 10y: compounded portfolio wealth divided by compounded VIK 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…
10y analysis · Full analysis span regression · 6 months rolling