+412.4%
CPRT vs ARES
+1,006.5%
-594.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.1% | +1.3% | -0.7% |
| 7D | -0.4% | -2.7% | +2.3% | +0.5% |
| 30D | +8.2% | -2.4% | +10.6% | +8.9% |
| 3M | +2.3% | +3.9% | -1.6% | +0.2% |
| 6M | -14.7% | +26.4% | -41.1% | -22.7% |
| YTD | -18.2% | -14.9% | -3.3% | -15.5% |
| 1Y | -33.4% | -20.4% | -13.0% | -30.1% |
| 3Y | -28.3% | +38.8% | -67.1% | -41.6% |
| 5Y | -9.8% | +97.0% | -106.8% | -37.9% |
| 10Y | +412.4% | +999.8% | -587.4% | +130.7% |
| All | +412.4% | +1,006.5% | -594.1% | +130.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 ARES 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