+387.6%
CPRT vs AEIS
+531.1%
-143.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.1% | +0.1% | -3.1% |
| 7D | -8.4% | -0.2% | -8.2% | -8.4% |
| 30D | +4.6% | -16.4% | +21.0% | +8.4% |
| 3M | -1.9% | -11.1% | +9.2% | -2.3% |
| 6M | -15.3% | -12.0% | -3.3% | -16.9% |
| YTD | -21.5% | +30.9% | -52.3% | -31.8% |
| 1Y | -36.6% | +74.3% | -111.0% | -50.2% |
| 3Y | -31.2% | +165.2% | -196.4% | -54.5% |
| 5Y | -14.1% | +220.0% | -234.2% | -47.7% |
| All | +387.6% | +531.1% | -143.5% | +114.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded AEIS 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling