+65.5%
VZ vs CPRT
+399.1%
-333.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.6% |
| 7D | +2.2% | +1.6% | +0.6% | +2.0% |
| 30D | +10.6% | +18.8% | -8.2% | +7.6% |
| 3M | -0.6% | +9.4% | -10.0% | -2.3% |
| 6M | +0.7% | -4.4% | +5.1% | +0.9% |
| YTD | +20.6% | -17.1% | +37.7% | +23.1% |
| 1Y | +22.7% | -19.9% | +42.6% | +25.9% |
| 3Y | +57.2% | -30.5% | +87.7% | +63.1% |
| 5Y | +21.4% | -15.9% | +37.3% | +20.1% |
| 10Y | +65.5% | +386.7% | -321.2% | +29.1% |
| All | +65.5% | +399.1% | -333.6% | +29.1% |
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