-25.3%
CRCL vs CPRT
-36.9%
+11.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.4% |
| 7D | -8.4% | -0.4% | -8.0% | -8.3% |
| 30D | -21.8% | +21.2% | -43.0% | -27.2% |
| 3M | -17.5% | +8.3% | -25.8% | -18.5% |
| 6M | -50.9% | -3.4% | -47.5% | -49.2% |
| YTD | -21.6% | -18.7% | -2.9% | -14.7% |
| 1Y | -24.5% | -23.5% | -0.9% | -17.1% |
| All | -25.3% | -36.9% | +11.7% | -26.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling