+504.4%
NOW vs CPRT
+370.9%
+133.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.7% |
| 7D | -1.7% | -1.5% | -0.2% | -0.7% |
| 30D | -27.4% | +21.4% | -48.7% | -36.7% |
| 3M | -19.4% | +10.4% | -29.8% | -25.6% |
| 6M | +13.1% | -4.3% | +17.4% | +14.0% |
| YTD | -34.3% | -18.3% | -16.0% | -26.9% |
| 1Y | -41.8% | -22.5% | -19.3% | -32.9% |
| 3Y | -20.7% | -34.3% | +13.6% | -0.9% |
| 5Y | -27.2% | -17.8% | -9.4% | -23.3% |
| All | +504.4% | +370.9% | +133.5% | +154.0% |
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 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