+1,856.9%
CPRT vs UEC
+73.5%
+1,783.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.2% | +0.4% |
| 7D | +2.2% | -6.9% | +9.1% | +2.8% |
| 30D | +16.6% | +7.6% | +9.0% | +15.8% |
| 3M | +9.6% | -18.4% | +28.0% | +10.5% |
| 6M | -11.1% | -23.3% | +12.1% | -10.6% |
| YTD | -13.9% | -1.2% | -12.7% | -15.4% |
| 1Y | -32.5% | +2.3% | -34.8% | -34.5% |
| 3Y | -25.0% | +162.3% | -187.3% | -34.8% |
| 5Y | -7.4% | +287.2% | -294.6% | -25.4% |
| 10Y | +422.0% | +1,009.6% | -587.6% | +252.3% |
| All | +1,856.9% | +73.5% | +1,783.4% | +1,109.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 all: compounded portfolio wealth divided by compounded UEC 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…
all analysis · Full analysis span regression · 6 months rolling