+363.9%
CPRT vs WEC
+195.2%
+168.7%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -1.5% | -0.7% | -0.8% | -1.2% |
| 30D | +21.4% | +11.0% | +10.4% | +17.4% |
| 3M | +10.4% | +8.6% | +1.8% | +7.4% |
| 6M | -4.3% | +6.2% | -10.5% | -6.2% |
| YTD | -18.3% | +14.3% | -32.5% | -22.1% |
| 1Y | -22.5% | +8.4% | -30.9% | -24.8% |
| 3Y | -34.3% | +62.9% | -97.2% | -45.3% |
| 5Y | -17.8% | +55.8% | -73.6% | -31.5% |
| All | +363.9% | +195.2% | +168.7% | +260.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling