+41.9%
CVS vs CPRT
+410.9%
-369.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.3% |
| 7D | -1.9% | -0.4% | -1.5% | -1.8% |
| 30D | -0.3% | +8.2% | -8.5% | -2.5% |
| 3M | -1.1% | +2.3% | -3.4% | -2.2% |
| 6M | +23.7% | -14.7% | +38.5% | +27.9% |
| YTD | +23.0% | -18.2% | +41.2% | +28.3% |
| 1Y | +37.2% | -33.4% | +70.5% | +50.4% |
| 3Y | +62.4% | -28.3% | +90.8% | +72.5% |
| 5Y | +31.8% | -9.8% | +41.7% | +29.1% |
| 10Y | +41.9% | +412.4% | -370.5% | -3.1% |
| All | +41.9% | +410.9% | -369.0% | -3.1% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling