+1,260.4%
CPRT vs ACWI
+330.1%
+930.3%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.8% | +3.4% | +2.4% |
| 7D | +9.9% | -4.0% | +13.9% | +13.2% |
| 30D | +21.1% | -5.8% | +26.9% | +26.4% |
| 3M | +12.3% | -5.0% | +17.4% | +16.4% |
| 6M | -2.0% | +0.7% | -2.7% | -3.5% |
| YTD | -17.0% | +8.4% | -25.5% | -23.0% |
| 1Y | -22.5% | +10.1% | -32.6% | -29.0% |
| 3Y | -29.3% | +70.8% | -100.1% | -53.9% |
| 5Y | -15.6% | +55.4% | -71.0% | -40.3% |
| 10Y | +411.6% | +223.3% | +188.3% | +124.6% |
| All | +1,260.4% | +330.1% | +930.3% | +378.3% |
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