+261.1%
RCL vs CPRT
-17.4%
+278.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.6% | +3.0% | +2.4% |
| 7D | +6.5% | +6.0% | +0.5% | +2.6% |
| 30D | +15.9% | +20.0% | -4.1% | +2.6% |
| 3M | +2.7% | +10.1% | -7.5% | -5.9% |
| 6M | +15.2% | -4.3% | +19.5% | +15.4% |
| YTD | +19.2% | -18.4% | +37.6% | +33.6% |
| 1Y | +31.6% | -20.1% | +51.7% | +49.9% |
| 3Y | +274.2% | -30.4% | +304.6% | +351.9% |
| All | +261.1% | -17.4% | +278.6% | +215.5% |
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