+842.6%
ASX vs CPRT
+399.1%
+443.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.6% | +7.1% | +8.0% |
| 7D | -12.3% | +1.6% | -13.9% | -12.9% |
| 30D | -26.0% | +18.8% | -44.8% | -31.5% |
| 3M | -8.1% | +9.4% | -17.5% | -13.1% |
| 6M | +1.4% | -4.4% | +5.8% | -0.1% |
| YTD | +115.6% | -17.1% | +132.7% | +125.5% |
| 1Y | +128.0% | -19.9% | +147.9% | +142.3% |
| 3Y | +371.4% | -30.5% | +401.9% | +427.7% |
| 5Y | +469.4% | -15.9% | +485.3% | +463.1% |
| 10Y | +842.6% | +386.7% | +456.0% | +480.2% |
| All | +842.6% | +399.1% | +443.5% | +480.2% |
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