+275.2%
RTX vs CPRT
+411.2%
-136.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.3% | +2.3% | +0.2% |
| 7D | -3.1% | +0.4% | -3.5% | -3.3% |
| 30D | -10.6% | +9.9% | -20.5% | -14.0% |
| 3M | +11.6% | +5.6% | +6.0% | +8.4% |
| 6M | -4.5% | -13.6% | +9.1% | -0.1% |
| YTD | +9.6% | -16.7% | +26.3% | +15.6% |
| 1Y | +30.8% | -33.1% | +64.0% | +50.2% |
| 3Y | +152.8% | -27.1% | +179.9% | +170.8% |
| 5Y | +167.1% | -9.9% | +177.0% | +151.6% |
| 10Y | +275.2% | +415.3% | -140.1% | +81.1% |
| All | +275.2% | +411.2% | -136.0% | +81.1% |
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