-33.7%
CPRT vs URI
+155.7%
-189.4%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | -0.1% |
| 7D | +4.0% | -6.0% | +10.0% | +5.0% |
| 30D | +18.2% | +4.6% | +13.6% | +17.0% |
| 3M | +9.2% | -2.7% | +11.9% | +9.3% |
| 6M | -4.8% | +18.4% | -23.2% | -8.6% |
| YTD | -17.5% | +37.4% | -54.9% | -24.1% |
| 1Y | -22.0% | +30.4% | -52.4% | -27.4% |
| 3Y | -33.7% | +147.9% | -181.6% | -46.1% |
| All | -33.7% | +155.7% | -189.4% | -46.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling