+221.9%
CVX vs CPRT
+410.9%
-189.0%
-55.8%
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 | +1.9% | -1.7% | +3.7% | +2.4% |
| 7D | +1.0% | -0.4% | +1.4% | +1.0% |
| 30D | +10.7% | +8.2% | +2.4% | +7.8% |
| 3M | +15.5% | +2.3% | +13.2% | +13.9% |
| 6M | +14.9% | -14.7% | +29.6% | +19.5% |
| YTD | +44.2% | -18.2% | +62.4% | +51.5% |
| 1Y | +43.5% | -33.4% | +76.9% | +60.8% |
| 3Y | +45.0% | -28.3% | +73.3% | +54.6% |
| 5Y | +172.2% | -9.8% | +182.0% | +159.3% |
| 10Y | +221.9% | +412.4% | -190.5% | +60.6% |
| All | +221.9% | +410.9% | -189.0% | +60.6% |
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