+636.4%
ADI vs CPRT
+410.9%
+225.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.3% | +1.4% |
| 7D | +2.6% | -0.4% | +3.0% | +2.7% |
| 30D | -4.6% | +8.2% | -12.9% | -9.0% |
| 3M | -9.5% | +2.3% | -11.8% | -12.3% |
| 6M | +14.8% | -14.7% | +29.6% | +22.3% |
| YTD | +35.8% | -18.2% | +54.0% | +47.1% |
| 1Y | +48.9% | -33.4% | +82.3% | +81.0% |
| 3Y | +115.6% | -28.3% | +143.9% | +146.3% |
| 5Y | +135.1% | -9.8% | +144.9% | +129.7% |
| 10Y | +636.4% | +412.4% | +224.1% | +268.6% |
| All | +636.4% | +410.9% | +225.5% | +268.6% |
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