-9.9%
CPRT vs ZETA
+343.0%
-352.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.8% | -1.5% | -3.1% |
| 7D | +0.4% | -2.4% | +2.8% | +0.7% |
| 30D | +9.9% | +15.6% | -5.7% | +8.0% |
| 3M | +5.6% | +41.5% | -35.9% | +1.1% |
| 6M | -13.6% | +63.4% | -77.0% | -19.2% |
| YTD | -16.7% | +51.3% | -68.0% | -21.8% |
| 1Y | -33.1% | +65.8% | -98.9% | -38.4% |
| 3Y | -27.1% | +279.2% | -306.2% | -45.7% |
| 5Y | -9.9% | +341.8% | -351.6% | -38.0% |
| All | -9.9% | +343.0% | -352.9% | -38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ZETA 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling