-33.1%
CPRT vs WEC
+3.0%
-36.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.1% | -4.4% | -3.5% |
| 7D | +0.4% | +0.8% | -0.4% | +0.3% |
| 30D | +9.9% | +0.3% | +9.6% | +9.7% |
| 3M | +5.6% | -2.9% | +8.6% | +6.6% |
| 6M | -13.6% | -5.9% | -7.7% | -12.5% |
| YTD | -16.7% | +4.1% | -20.9% | -16.8% |
| 1Y | -33.1% | +3.1% | -36.3% | -34.3% |
| All | -33.1% | +3.0% | -36.1% | -34.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling