-15.4%
CPRT vs URI
+214.4%
-229.9%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.2% | -4.6% | -1.5% |
| 7D | -1.4% | +2.6% | -4.0% | -2.2% |
| 30D | +21.5% | +9.1% | +12.4% | +18.2% |
| 3M | +9.4% | +1.0% | +8.4% | +8.6% |
| 6M | -3.3% | +23.3% | -26.7% | -10.1% |
| YTD | -17.8% | +43.3% | -61.1% | -28.4% |
| 1Y | -22.2% | +35.9% | -58.1% | -31.1% |
| 3Y | -34.0% | +158.6% | -192.6% | -56.3% |
| 5Y | -15.4% | +213.1% | -228.6% | -51.7% |
| All | -15.4% | +214.4% | -229.9% | -51.7% |
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