+392.8%
CPRT vs URI
+1,374.0%
-981.2%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.8% | -2.0% |
| 7D | +6.0% | -9.8% | +15.8% | +9.1% |
| 30D | +20.0% | +1.7% | +18.3% | +19.1% |
| 3M | +10.1% | -9.1% | +19.2% | +12.8% |
| 6M | -4.3% | +9.9% | -14.2% | -8.2% |
| YTD | -18.4% | +31.2% | -49.6% | -27.3% |
| 1Y | -20.1% | +25.9% | -46.0% | -28.0% |
| 3Y | -30.4% | +147.4% | -177.8% | -51.7% |
| 5Y | -17.0% | +179.7% | -196.7% | -46.5% |
| All | +392.8% | +1,374.0% | -981.2% | +84.0% |
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