+412.4%
CPRT vs WEC
+141.2%
+271.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | -1.5% |
| 7D | -0.4% | +0.4% | -0.8% | -0.5% |
| 30D | +8.2% | +0.9% | +7.3% | +7.8% |
| 3M | +2.3% | -5.3% | +7.6% | +4.1% |
| 6M | -14.7% | -6.6% | -8.2% | -13.0% |
| YTD | -18.2% | +3.3% | -21.5% | -19.3% |
| 1Y | -33.4% | +2.1% | -35.4% | -34.1% |
| 3Y | -28.3% | +39.6% | -67.9% | -37.1% |
| 5Y | -9.8% | +31.2% | -41.0% | -20.2% |
| 10Y | +412.4% | +148.4% | +263.9% | +301.5% |
| All | +412.4% | +141.2% | +271.2% | +301.5% |
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