+504.7%
ASX vs CPRT
-16.1%
+520.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.5% | +3.7% | +3.4% |
| 7D | -9.1% | +4.0% | -13.1% | -10.4% |
| 30D | -23.6% | +18.2% | -41.8% | -28.5% |
| 3M | -5.6% | +9.2% | -14.8% | -10.2% |
| 6M | +4.7% | -4.8% | +9.5% | +4.7% |
| YTD | +122.6% | -17.5% | +140.1% | +139.0% |
| 1Y | +133.0% | -22.0% | +155.0% | +158.9% |
| 3Y | +367.1% | -33.7% | +400.8% | +450.9% |
| 5Y | +504.7% | -15.0% | +519.7% | +440.6% |
| All | +504.7% | -16.1% | +520.8% | +440.6% |
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