-5.7%
CPRT vs URI
+200.7%
-206.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | 0.0% |
| 7D | +2.2% | -2.0% | +4.2% | +2.8% |
| 30D | +16.6% | -12.9% | +29.6% | +21.2% |
| 3M | +9.6% | -6.7% | +16.3% | +11.1% |
| 6M | -11.1% | +19.0% | -30.1% | -17.2% |
| YTD | -13.9% | +25.5% | -39.4% | -21.9% |
| 1Y | -32.5% | +5.5% | -38.1% | -35.4% |
| 3Y | -25.0% | +111.3% | -136.3% | -47.0% |
| All | -5.7% | +200.7% | -206.3% | -46.9% |
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