-17.1%
CPRT vs URI
+166.6%
-183.7%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.8% | -1.9% |
| 7D | +6.0% | -9.8% | +15.8% | +8.9% |
| 30D | +20.0% | +1.7% | +18.3% | +19.1% |
| 3M | +10.1% | -9.1% | +19.2% | +12.6% |
| 6M | -4.3% | +9.9% | -14.2% | -8.1% |
| YTD | -18.4% | +31.2% | -49.6% | -27.1% |
| 1Y | -20.1% | +25.9% | -46.0% | -27.8% |
| 3Y | -30.4% | +147.4% | -177.8% | -53.7% |
| All | -17.1% | +166.6% | -183.7% | -50.6% |
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