+68.0%
LIN vs CPRT
-17.2%
+85.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.2% | -0.5% |
| 7D | +3.6% | +9.9% | -6.3% | +0.4% |
| 30D | +6.4% | +21.1% | -14.7% | -0.3% |
| 3M | +6.5% | +12.3% | -5.9% | +1.6% |
| 6M | +4.9% | -2.0% | +6.9% | +4.5% |
| YTD | +23.4% | -17.0% | +40.5% | +30.3% |
| 1Y | +26.3% | -22.5% | +48.9% | +37.0% |
| 3Y | +38.0% | -29.3% | +67.3% | +49.8% |
| 5Y | +68.0% | -15.6% | +83.6% | +55.3% |
| All | +68.0% | -17.2% | +85.2% | +55.3% |
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