+141.0%
CPRT vs ZS
+494.5%
-353.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.6% | -2.4% | -3.7% |
| 7D | -8.4% | -8.1% | -0.4% | -7.1% |
| 30D | +4.6% | -8.4% | +13.0% | +5.9% |
| 3M | -1.9% | +31.1% | -33.0% | -7.0% |
| 6M | -15.3% | +4.4% | -19.7% | -18.3% |
| YTD | -21.5% | -27.3% | +5.9% | -19.5% |
| 1Y | -36.6% | -41.4% | +4.7% | -32.7% |
| 3Y | -31.2% | +1.7% | -32.9% | -35.8% |
| 5Y | -14.1% | -39.6% | +25.5% | -17.4% |
| All | +141.0% | +494.5% | -353.5% | +62.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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