-30.4%
CPRT vs ACWI
+70.3%
-100.7%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | +6.0% | -2.4% | +8.4% | +7.3% |
| 30D | +20.0% | -5.2% | +25.2% | +23.3% |
| 3M | +10.1% | -4.8% | +15.0% | +12.9% |
| 6M | -4.3% | -1.3% | -3.0% | -4.4% |
| YTD | -18.4% | +8.4% | -26.8% | -23.9% |
| 1Y | -20.1% | +11.0% | -31.1% | -26.9% |
| 3Y | -30.4% | +70.6% | -101.0% | -59.7% |
| All | -30.4% | +70.3% | -100.7% | -59.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling