-9.9%
CPRT vs UTHR
+139.1%
-148.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.1% | -5.4% | -3.5% |
| 7D | +0.4% | -2.9% | +3.3% | +0.6% |
| 30D | +9.9% | -7.6% | +17.5% | +10.6% |
| 3M | +5.6% | -8.6% | +14.2% | +6.4% |
| 6M | -13.6% | +4.1% | -17.8% | -14.1% |
| YTD | -16.7% | +2.2% | -18.9% | -17.2% |
| 1Y | -33.1% | +26.2% | -59.3% | -35.0% |
| 3Y | -27.1% | +121.2% | -148.2% | -35.8% |
| 5Y | -9.9% | +136.5% | -146.4% | -20.7% |
| All | -9.9% | +139.1% | -148.9% | -20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 UTHR 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