+3,922.7%
DELL vs CPRT
+392.8%
+3,529.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.0% | -1.4% | -3.5% |
| 7D | -1.9% | -8.4% | +6.5% | +2.1% |
| 30D | +14.9% | +4.6% | +10.3% | +11.6% |
| 3M | +37.2% | -1.9% | +39.2% | +35.1% |
| 6M | +254.0% | -15.3% | +269.3% | +273.4% |
| YTD | +306.1% | -21.5% | +327.6% | +346.1% |
| 1Y | +312.3% | -36.6% | +348.9% | +404.4% |
| 3Y | +654.0% | -31.2% | +685.2% | +781.3% |
| 5Y | +1,055.3% | -14.1% | +1,069.5% | +1,078.9% |
| All | +3,922.7% | +392.8% | +3,529.9% | +2,078.3% |
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 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