+22,034.1%
CPRT vs XEL
+1,368.2%
+20,666.0%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.6% |
| 7D | +2.2% | -1.0% | +3.2% | +2.5% |
| 30D | +16.6% | -1.9% | +18.6% | +17.2% |
| 3M | +9.6% | -1.9% | +11.5% | +10.1% |
| 6M | -11.1% | -7.4% | -3.7% | -9.7% |
| YTD | -13.9% | +4.1% | -17.9% | -15.0% |
| 1Y | -32.5% | +8.0% | -40.6% | -34.2% |
| 3Y | -25.0% | +48.4% | -73.4% | -33.0% |
| 5Y | -7.4% | +27.2% | -34.6% | -14.6% |
| 10Y | +422.0% | +146.8% | +275.2% | +316.0% |
| All | +22,034.1% | +1,368.2% | +20,666.0% | +12,926.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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