+1,312.4%
CPRT vs ACWI
+356.8%
+955.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +2.2% | +0.5% | +1.7% | +1.9% |
| 30D | +16.6% | +0.9% | +15.8% | +15.9% |
| 3M | +9.6% | +2.4% | +7.2% | +7.1% |
| 6M | -11.1% | +12.4% | -23.5% | -19.3% |
| YTD | -13.9% | +15.2% | -29.0% | -23.3% |
| 1Y | -32.5% | +22.7% | -55.2% | -42.9% |
| 3Y | -25.0% | +75.8% | -100.8% | -52.0% |
| 5Y | -7.4% | +67.7% | -75.1% | -37.9% |
| 10Y | +422.0% | +229.0% | +193.0% | +125.5% |
| All | +1,312.4% | +356.8% | +955.5% | +376.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling