+7,187.0%
CPRT vs UTHR
+8,529.0%
-1,342.0%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.6% | -2.1% | +1.2% |
| 7D | +1.6% | -2.3% | +3.9% | +1.9% |
| 30D | +18.8% | +6.1% | +12.7% | +18.0% |
| 3M | +9.4% | +8.1% | +1.3% | +8.2% |
| 6M | -4.4% | +3.1% | -7.5% | -4.9% |
| YTD | -17.1% | +19.5% | -36.7% | -19.3% |
| 1Y | -19.9% | +29.7% | -49.6% | -22.7% |
| 3Y | -30.5% | +162.7% | -193.2% | -39.3% |
| 5Y | -15.9% | +192.8% | -208.7% | -28.2% |
| 10Y | +386.7% | +348.1% | +38.6% | +287.0% |
| All | +7,187.0% | +8,529.0% | -1,342.0% | +3,896.5% |
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