+361.5%
CPRT vs ZBRA
+382.3%
-20.8%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.9% | -2.5% | -1.1% |
| 7D | -0.4% | +0.6% | -1.0% | -0.6% |
| 30D | +21.2% | -14.0% | +35.2% | +26.1% |
| 3M | +8.3% | -14.7% | +23.0% | +12.6% |
| 6M | -3.4% | +31.3% | -34.7% | -13.0% |
| YTD | -18.7% | +33.4% | -52.1% | -28.3% |
| 1Y | -23.5% | +34.1% | -57.6% | -32.8% |
| 3Y | -34.2% | +59.9% | -94.1% | -48.8% |
| 5Y | -18.2% | -45.3% | +27.1% | -9.8% |
| All | +361.5% | +382.3% | -20.8% | +192.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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