+8.6%
V vs CPRT
-33.0%
+41.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.3% | +1.6% | -1.1% |
| 7D | -1.1% | +0.4% | -1.5% | -1.2% |
| 30D | +1.9% | +9.9% | -8.0% | -0.3% |
| 3M | +15.5% | +5.6% | +9.9% | +13.5% |
| 6M | +16.6% | -13.6% | +30.2% | +18.7% |
| YTD | +5.7% | -16.7% | +22.5% | +7.6% |
| 1Y | +8.6% | -33.1% | +41.7% | +20.7% |
| All | +8.6% | -33.0% | +41.6% | +20.7% |
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 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