-25.4%
CPRT vs URI
+113.1%
-138.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | +0.1% |
| 7D | +2.2% | -2.0% | +4.2% | +2.6% |
| 30D | +16.6% | -12.9% | +29.6% | +19.7% |
| 3M | +9.6% | -6.7% | +16.3% | +10.6% |
| 6M | -11.1% | +19.0% | -30.1% | -15.5% |
| YTD | -13.9% | +25.5% | -39.4% | -19.7% |
| 1Y | -32.5% | +5.5% | -38.1% | -34.4% |
| All | -25.4% | +113.1% | -138.5% | -43.2% |
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