+65.5%
VZ vs CPRT
+398.2%
-332.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.7% |
| 7D | +2.1% | +6.0% | -3.9% | +1.2% |
| 30D | +1.4% | +20.0% | -18.6% | -1.5% |
| 3M | -1.3% | +10.1% | -11.4% | -3.0% |
| 6M | -0.5% | -4.3% | +3.8% | -0.4% |
| YTD | +19.6% | -18.4% | +38.0% | +22.4% |
| 1Y | +22.4% | -20.1% | +42.5% | +25.6% |
| 3Y | +55.9% | -30.4% | +86.3% | +61.6% |
| 5Y | +20.4% | -17.0% | +37.4% | +19.4% |
| All | +65.5% | +398.2% | -332.7% | +30.6% |
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