-7.8%
SHOP vs CPRT
-22.0%
+14.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -3.4% |
| 7D | +2.8% | +4.0% | -1.2% | +1.1% |
| 30D | -14.2% | +18.2% | -32.4% | -20.5% |
| 3M | -5.5% | +9.2% | -14.7% | -9.4% |
| 6M | +32.8% | -4.8% | +37.6% | +36.8% |
| YTD | -8.9% | -17.5% | +8.6% | -2.3% |
| All | -7.8% | -22.0% | +14.3% | -5.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling