+748.4%
ASX vs CPRT
+398.2%
+350.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.6% | +8.1% | +7.1% |
| 7D | -19.9% | +6.0% | -26.0% | -21.9% |
| 30D | -30.9% | +20.0% | -50.9% | -36.4% |
| 3M | -15.1% | +10.1% | -25.2% | -20.1% |
| 6M | -6.5% | -4.3% | -2.2% | -8.1% |
| YTD | +98.4% | -18.4% | +116.8% | +108.8% |
| 1Y | +107.9% | -20.1% | +127.9% | +120.6% |
| 3Y | +325.3% | -30.4% | +355.7% | +374.3% |
| 5Y | +447.3% | -17.0% | +464.3% | +443.6% |
| All | +748.4% | +398.2% | +350.2% | +442.2% |
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