+385.2%
CPRT vs URI
+1,189.1%
-803.9%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | +0.2% |
| 7D | +4.0% | -6.0% | +10.0% | +5.7% |
| 30D | +18.2% | +4.6% | +13.6% | +16.3% |
| 3M | +9.2% | -2.7% | +11.9% | +9.5% |
| 6M | -4.8% | +18.4% | -23.2% | -10.9% |
| YTD | -17.5% | +37.4% | -54.9% | -27.6% |
| 1Y | -22.0% | +30.4% | -52.4% | -30.5% |
| 3Y | -33.7% | +147.9% | -181.6% | -54.2% |
| 5Y | -15.0% | +202.1% | -217.0% | -46.9% |
| 10Y | +385.2% | +1,182.4% | -797.3% | +72.7% |
| All | +385.2% | +1,189.1% | -803.9% | +72.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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