+17,760.0%
CPRT vs AEE
+813.9%
+16,946.1%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.4% | +0.4% |
| 7D | +2.2% | +0.3% | +1.9% | +2.1% |
| 30D | +16.6% | -2.3% | +18.9% | +17.5% |
| 3M | +9.6% | +0.2% | +9.4% | +9.5% |
| 6M | -11.1% | -4.7% | -6.4% | -9.8% |
| YTD | -13.9% | +8.1% | -22.0% | -16.5% |
| 1Y | -32.5% | +8.5% | -41.1% | -34.8% |
| 3Y | -25.0% | +48.9% | -73.9% | -36.0% |
| 5Y | -7.4% | +39.9% | -47.3% | -19.8% |
| 10Y | +422.0% | +186.5% | +235.4% | +247.7% |
| All | +17,760.0% | +813.9% | +16,946.1% | +7,653.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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