+8.9%
CRCL vs CPRT
-40.6%
+49.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.6% | +2.9% | +1.2% |
| 7D | -11.2% | -11.2% | 0.0% | -7.6% |
| 30D | +27.1% | +3.3% | +23.8% | +28.2% |
| 3M | +9.6% | -3.6% | +13.2% | +12.8% |
| 6M | -19.7% | -15.8% | -3.9% | -12.6% |
| YTD | +14.2% | -23.5% | +37.7% | +27.2% |
| 1Y | -32.2% | -38.8% | +6.5% | -24.5% |
| All | +8.9% | -40.6% | +49.5% | +10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPRT.
Daily Out/Under-Performance
Portfolio return minus CPRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPRT 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 CPRT 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