-23.9%
CPRT vs AMIX
-92.3%
+68.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -3.0% | +8.0% | +5.0% |
| 7D | +12.6% | -25.1% | +37.8% | +12.7% |
| 30D | +18.0% | -54.5% | +72.5% | +18.1% |
| 3M | +11.0% | -91.7% | +102.7% | +11.3% |
| 6M | -2.0% | -79.4% | +77.4% | -1.6% |
| YTD | -16.7% | -86.1% | +69.4% | -16.5% |
| 1Y | -23.9% | -91.6% | +67.7% | -23.9% |
| All | -23.9% | -92.3% | +68.5% | -23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling