+1,119.4%
NBIS vs CPRT
-39.3%
+1,158.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -3.3% | +11.0% | +7.3% |
| 7D | +22.2% | +0.4% | +21.8% | +22.3% |
| 30D | +29.7% | +9.9% | +19.8% | +31.4% |
| 3M | +11.9% | +5.6% | +6.2% | +14.7% |
| 6M | +173.0% | -13.6% | +186.6% | +197.0% |
| YTD | +191.4% | -16.7% | +208.1% | +219.1% |
| 1Y | +280.7% | -33.1% | +313.8% | +366.1% |
| All | +1,119.4% | -39.3% | +1,158.7% | +1,380.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling