+22,034.1%
CPRT vs WM
+2,810.4%
+19,223.7%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.8% |
| 7D | +2.2% | -0.3% | +2.5% | +2.3% |
| 30D | +16.6% | -2.4% | +19.0% | +17.4% |
| 3M | +9.6% | +0.4% | +9.2% | +9.5% |
| 6M | -11.1% | -9.5% | -1.6% | -8.7% |
| YTD | -13.9% | +0.5% | -14.4% | -14.0% |
| 1Y | -32.5% | -1.1% | -31.4% | -32.4% |
| 3Y | -25.0% | +46.0% | -71.1% | -32.9% |
| 5Y | -7.4% | +51.8% | -59.2% | -18.1% |
| 10Y | +422.0% | +307.5% | +114.5% | +263.4% |
| All | +22,034.1% | +2,810.4% | +19,223.7% | +11,783.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling