-22.1%
CPRT vs AMIX
-91.8%
+69.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -20.0% | +19.6% | -0.4% |
| 7D | -1.4% | -8.1% | +6.7% | -1.4% |
| 30D | +21.5% | -52.3% | +73.7% | +21.6% |
| 3M | +9.4% | -83.8% | +93.2% | +9.7% |
| 6M | -3.3% | -79.0% | +75.7% | -3.1% |
| YTD | -17.8% | -87.2% | +69.4% | -17.7% |
| All | -22.1% | -91.8% | +69.7% | -22.1% |
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