+415.3%
CPRT vs ACWI
+226.0%
+189.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.9% | -2.9% |
| 7D | +0.4% | +1.1% | -0.7% | -0.6% |
| 30D | +9.9% | -0.2% | +10.1% | +10.2% |
| 3M | +5.6% | +4.7% | +1.0% | +0.4% |
| 6M | -13.6% | +14.5% | -28.1% | -25.5% |
| YTD | -16.7% | +14.6% | -31.4% | -28.4% |
| 1Y | -33.1% | +21.4% | -54.6% | -46.1% |
| 3Y | -27.1% | +77.6% | -104.7% | -61.2% |
| 5Y | -9.9% | +68.1% | -78.0% | -48.6% |
| 10Y | +415.3% | +226.1% | +189.2% | +48.4% |
| All | +415.3% | +226.0% | +189.3% | +48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ACWI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling