-18.7%
CPRT vs URI
+203.0%
-221.7%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.7% | -0.2% |
| 7D | -0.4% | +6.7% | -7.1% | -2.2% |
| 30D | +21.2% | +8.9% | +12.3% | +18.0% |
| 3M | +8.3% | +0.5% | +7.8% | +7.6% |
| 6M | -3.4% | +20.7% | -24.0% | -9.7% |
| YTD | -18.7% | +40.0% | -58.7% | -28.7% |
| 1Y | -23.5% | +34.4% | -57.9% | -32.1% |
| 3Y | -34.2% | +149.5% | -183.6% | -55.9% |
| All | -18.7% | +203.0% | -221.7% | -53.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling