+27.4%
WMT vs CPRT
-24.7%
+52.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.0% | -1.6% | +3.1% |
| 7D | +8.8% | +12.6% | -3.9% | +8.1% |
| 30D | +22.9% | +18.0% | +5.0% | +21.9% |
| 3M | +16.1% | +11.0% | +5.1% | +15.0% |
| 6M | -0.5% | -2.0% | +1.5% | -2.6% |
| YTD | +16.7% | -16.7% | +33.4% | +11.5% |
| 1Y | +27.4% | -23.9% | +51.2% | +23.4% |
| All | +27.4% | -24.7% | +52.1% | +23.4% |
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