+1,101.8%
NBIS vs CPRT
-40.4%
+1,142.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -1.7% |
| 7D | +17.8% | -0.4% | +18.2% | +17.7% |
| 30D | +30.5% | +8.2% | +22.3% | +32.0% |
| 3M | +9.2% | +2.3% | +6.9% | +12.2% |
| 6M | +153.2% | -14.7% | +167.9% | +174.3% |
| YTD | +187.1% | -18.2% | +205.3% | +213.7% |
| 1Y | +151.1% | -33.4% | +184.5% | +204.9% |
| All | +1,101.8% | -40.4% | +1,142.1% | +1,355.0% |
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 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