-34.2%
CPRT vs AMIX
-100.0%
+65.7%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -8.4% | +7.9% | -0.5% |
| 7D | -1.5% | -10.9% | +9.4% | -1.5% |
| 30D | +21.4% | -55.0% | +76.3% | +21.3% |
| 3M | +10.4% | -82.0% | +92.4% | +10.3% |
| 6M | -4.3% | -80.4% | +76.1% | -4.3% |
| YTD | -18.3% | -88.3% | +70.0% | -18.6% |
| 1Y | -22.5% | -92.4% | +69.9% | -22.9% |
| All | -34.2% | -100.0% | +65.7% | -27.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling