+412.4%
CPRT vs APO
+943.6%
-531.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.5% |
| 7D | -0.4% | -1.0% | +0.6% | 0.0% |
| 30D | +8.2% | -0.4% | +8.6% | +8.1% |
| 3M | +2.3% | -0.9% | +3.2% | +1.9% |
| 6M | -14.7% | +22.1% | -36.9% | -21.4% |
| YTD | -18.2% | -8.4% | -9.8% | -17.2% |
| 1Y | -33.4% | -0.9% | -32.4% | -34.9% |
| 3Y | -28.3% | +56.1% | -84.5% | -43.3% |
| 5Y | -9.8% | +136.0% | -145.8% | -41.1% |
| 10Y | +412.4% | +949.3% | -536.9% | +111.8% |
| All | +412.4% | +943.6% | -531.3% | +111.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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