+7,472.2%
CPRT vs UTHR
+7,123.9%
+348.4%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +1.0% | +0.5% |
| 7D | +2.2% | -5.4% | +7.6% | +2.8% |
| 30D | +16.6% | -6.0% | +22.7% | +17.4% |
| 3M | +9.6% | -11.0% | +20.6% | +11.0% |
| 6M | -11.1% | -0.5% | -10.6% | -11.3% |
| YTD | -13.9% | +0.1% | -13.9% | -14.3% |
| 1Y | -32.5% | +28.2% | -60.7% | -34.9% |
| 3Y | -25.0% | +113.8% | -138.9% | -32.9% |
| 5Y | -7.4% | +131.3% | -138.7% | -18.6% |
| 10Y | +422.0% | +296.7% | +125.3% | +321.4% |
| All | +7,472.2% | +7,123.9% | +348.4% | +4,144.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling