+144.5%
ASX vs CPRT
-22.3%
+166.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -4.3% |
| 7D | +22.1% | -1.5% | +23.6% | +21.2% |
| 30D | -23.8% | +21.4% | -45.1% | -15.6% |
| 3M | -7.6% | +10.4% | -18.0% | -0.7% |
| 6M | +6.9% | -4.3% | +11.2% | +12.2% |
| YTD | +127.7% | -18.3% | +145.9% | +133.8% |
| 1Y | +144.5% | -22.5% | +167.0% | +148.4% |
| All | +144.5% | -22.3% | +166.9% | +148.4% |
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