-43.5%
CPRT vs VIK
+221.3%
-264.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.8% | -3.8% |
| 7D | -8.4% | -1.8% | -6.6% | -8.2% |
| 30D | +4.6% | -17.3% | +21.9% | +7.0% |
| 3M | -1.9% | -5.1% | +3.1% | -2.3% |
| 6M | -15.3% | +16.2% | -31.5% | -19.3% |
| YTD | -21.5% | +17.6% | -39.1% | -25.6% |
| 1Y | -36.6% | +33.5% | -70.1% | -41.7% |
| All | -43.5% | +221.3% | -264.8% | -56.0% |
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