-22.5%
CPRT vs URA
-29.1%
+6.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.8% | +3.3% | -0.7% |
| 7D | -1.5% | +4.5% | -5.9% | -1.2% |
| 30D | +21.4% | -13.4% | +34.8% | +20.6% |
| 3M | +10.4% | -28.4% | +38.8% | +9.0% |
| 6M | -4.3% | -40.5% | +36.2% | -5.3% |
| YTD | -18.3% | -24.3% | +6.0% | -17.0% |
| 1Y | -22.5% | -28.8% | +6.4% | -21.7% |
| All | -22.5% | -29.1% | +6.6% | -21.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling