+385.2%
CPRT vs ACWI
+220.7%
+164.5%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | 0.0% |
| 7D | +4.0% | -0.2% | +4.2% | +4.0% |
| 30D | +18.2% | -3.3% | +21.5% | +21.8% |
| 3M | +9.2% | -3.4% | +12.6% | +12.4% |
| 6M | -4.8% | +0.8% | -5.6% | -6.8% |
| YTD | -17.5% | +10.7% | -28.2% | -27.0% |
| 1Y | -22.0% | +11.6% | -33.6% | -31.7% |
| 3Y | -33.7% | +73.4% | -107.1% | -64.2% |
| 5Y | -15.0% | +60.2% | -75.2% | -49.5% |
| 10Y | +385.2% | +221.6% | +163.6% | +47.0% |
| All | +385.2% | +220.7% | +164.5% | +47.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling