-36.6%
CPRT vs WPM
+44.1%
-80.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.7% | -0.3% | -3.7% |
| 7D | -8.4% | -3.6% | -4.8% | -8.2% |
| 30D | +4.6% | +12.5% | -7.9% | +3.7% |
| 3M | -1.9% | +40.6% | -42.6% | -3.5% |
| 6M | -15.3% | +0.5% | -15.9% | -15.6% |
| YTD | -21.5% | +29.0% | -50.5% | -22.0% |
| 1Y | -36.6% | +43.8% | -80.4% | -37.6% |
| All | -36.6% | +44.1% | -80.7% | -37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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