+861.6%
ASX vs CPRT
+423.6%
+438.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | 0.0% |
| 7D | -0.7% | +2.2% | -2.9% | -1.7% |
| 30D | +2.0% | +16.6% | -14.7% | -5.0% |
| 3M | -1.3% | +9.6% | -10.9% | -7.1% |
| 6M | +71.4% | -11.1% | +82.6% | +77.5% |
| YTD | +135.3% | -13.9% | +149.2% | +145.3% |
| 1Y | +267.5% | -32.5% | +300.0% | +332.2% |
| 3Y | +388.5% | -25.0% | +413.5% | +433.8% |
| 5Y | +417.1% | -7.4% | +424.5% | +396.6% |
| All | +861.6% | +423.6% | +438.0% | +422.8% |
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 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