-34.3%
CPRT vs AMIX
-100.0%
+65.6%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | +6.0% | -16.0% | +22.1% | +6.0% |
| 30D | +20.0% | -55.4% | +75.4% | +20.0% |
| 3M | +10.1% | -87.5% | +97.6% | +10.0% |
| 6M | -4.3% | -81.2% | +76.9% | -4.4% |
| YTD | -18.4% | -86.8% | +68.4% | -18.7% |
| 1Y | -20.1% | -91.6% | +71.5% | -20.6% |
| All | -34.3% | -100.0% | +65.6% | -27.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling