+415.3%
ASX vs CPRT
-17.4%
+432.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.6% | +8.1% | +7.0% |
| 7D | -19.9% | +6.0% | -26.0% | -21.7% |
| 30D | -30.9% | +20.0% | -50.9% | -35.9% |
| 3M | -15.1% | +10.1% | -25.2% | -19.7% |
| 6M | -6.5% | -4.3% | -2.2% | -7.0% |
| YTD | +98.4% | -18.4% | +116.8% | +113.8% |
| 1Y | +107.9% | -20.1% | +127.9% | +126.3% |
| 3Y | +325.3% | -30.4% | +355.7% | +379.1% |
| All | +415.3% | -17.4% | +432.7% | +366.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling