-22.0%
CPRT vs WM
+20.3%
-42.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.7% |
| 7D | +4.0% | +1.2% | +2.8% | +3.3% |
| 30D | +18.2% | +13.7% | +4.6% | +9.6% |
| 3M | +9.2% | +5.2% | +3.9% | +5.5% |
| 6M | -4.8% | +11.2% | -16.0% | -10.0% |
| YTD | -17.5% | +9.4% | -26.9% | -21.4% |
| 1Y | -22.0% | +20.4% | -42.4% | -27.8% |
| All | -22.0% | +20.3% | -42.3% | -27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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