+5,842.6%
CPRT vs AGI
+4,206.7%
+1,635.8%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.5% |
| 7D | -0.4% | -10.1% | +9.7% | 0.0% |
| 30D | +21.2% | -6.5% | +27.7% | +21.4% |
| 3M | +8.3% | -12.8% | +21.1% | +8.7% |
| 6M | -3.4% | -34.3% | +30.9% | -2.2% |
| YTD | -18.7% | -25.6% | +6.9% | -18.2% |
| 1Y | -23.5% | -14.2% | -9.3% | -23.4% |
| 3Y | -34.2% | +127.3% | -161.4% | -36.3% |
| 5Y | -18.2% | +241.8% | -260.0% | -22.1% |
| 10Y | +370.9% | +381.8% | -10.8% | +339.4% |
| All | +5,842.6% | +4,206.7% | +1,635.8% | +5,631.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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