+415.3%
CPRT vs URA
+371.9%
+43.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +3.1% | -6.4% | -3.9% |
| 7D | +0.4% | +8.1% | -7.7% | -1.1% |
| 30D | +9.9% | +5.8% | +4.1% | +8.6% |
| 3M | +5.6% | +3.4% | +2.2% | +4.3% |
| 6M | -13.6% | -2.6% | -11.0% | -14.5% |
| YTD | -16.7% | +11.2% | -27.9% | -20.8% |
| 1Y | -33.1% | +19.8% | -53.0% | -38.4% |
| 3Y | -27.1% | +121.5% | -148.5% | -45.1% |
| 5Y | -9.9% | +134.5% | -144.3% | -36.3% |
| 10Y | +415.3% | +376.7% | +38.6% | +177.9% |
| All | +415.3% | +371.9% | +43.4% | +177.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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