+412.4%
CPRT vs WAT
+156.2%
+256.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.2% | -1.9% |
| 7D | -0.4% | -1.8% | +1.4% | +0.2% |
| 30D | +8.2% | -1.7% | +9.9% | +8.8% |
| 3M | +2.3% | +9.1% | -6.8% | -0.8% |
| 6M | -14.7% | +32.4% | -47.2% | -23.2% |
| YTD | -18.2% | +6.6% | -24.8% | -21.1% |
| 1Y | -33.4% | +34.7% | -68.1% | -41.2% |
| 3Y | -28.3% | +53.6% | -81.9% | -43.3% |
| 5Y | -9.8% | -4.1% | -5.8% | -15.0% |
| 10Y | +412.4% | +167.9% | +244.5% | +209.4% |
| All | +412.4% | +156.2% | +256.2% | +209.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded WAT 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling