+21.4%
VZ vs CPRT
-14.6%
+36.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +8.2% |
| 3M | -0.6% | +9.4% | -10.0% | -1.9% |
| 6M | +0.7% | -4.4% | +5.1% | +0.6% |
| YTD | +20.6% | -17.1% | +37.7% | +22.0% |
| 1Y | +22.7% | -19.9% | +42.6% | +24.5% |
| 3Y | +57.2% | -30.5% | +87.7% | +60.9% |
| 5Y | +21.4% | -15.9% | +37.3% | +12.8% |
| All | +21.4% | -14.6% | +36.0% | +12.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling