-21.9%
CPRT vs AMRZ
-13.6%
-8.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | -0.1% |
| 7D | +4.0% | +0.2% | +3.8% | +4.0% |
| 30D | +18.2% | +16.2% | +2.0% | +15.2% |
| 3M | +9.2% | -8.9% | +18.1% | +10.5% |
| 6M | -4.8% | -20.1% | +15.3% | -1.7% |
| YTD | -17.5% | -21.3% | +3.8% | -14.6% |
| All | -21.9% | -13.6% | -8.2% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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