+339.7%
OKLO vs CPRT
-9.0%
+348.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.3% | +8.3% | +5.3% |
| 7D | +12.4% | +0.4% | +12.0% | +12.3% |
| 30D | -10.6% | +9.9% | -20.5% | -11.5% |
| 3M | -26.5% | +5.6% | -32.2% | -27.1% |
| 6M | -25.6% | -13.6% | -12.0% | -24.0% |
| YTD | -39.6% | -16.7% | -22.9% | -38.0% |
| 1Y | -38.8% | -33.1% | -5.6% | -35.2% |
| 3Y | +318.1% | -27.1% | +345.1% | +345.1% |
| 5Y | +339.7% | -9.9% | +349.6% | +369.7% |
| All | +339.7% | -9.0% | +348.7% | +369.7% |
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