+7,124.1%
CPRT vs UTHR
+8,724.6%
-1,600.5%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.6% | -0.5% |
| 7D | -1.4% | -2.1% | +0.7% | -1.2% |
| 30D | +21.5% | +8.3% | +13.2% | +20.4% |
| 3M | +9.4% | +15.5% | -6.1% | +7.4% |
| 6M | -3.3% | +4.5% | -7.8% | -4.0% |
| YTD | -17.8% | +22.2% | -40.1% | -20.2% |
| 1Y | -22.2% | +29.7% | -51.9% | -24.9% |
| 3Y | -34.0% | +167.3% | -201.3% | -42.5% |
| 5Y | -15.4% | +196.5% | -211.9% | -27.8% |
| 10Y | +376.0% | +369.0% | +7.0% | +276.6% |
| All | +7,124.1% | +8,724.6% | -1,600.5% | +3,852.0% |
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