-9.9%
CPRT vs WPM
+261.1%
-271.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.1% | -3.4% | -3.3% |
| 7D | +0.4% | +7.0% | -6.6% | -0.4% |
| 30D | +9.9% | +15.7% | -5.8% | +8.1% |
| 3M | +5.6% | +35.2% | -29.6% | +2.1% |
| 6M | -13.6% | +6.1% | -19.7% | -14.6% |
| YTD | -16.7% | +32.6% | -49.3% | -20.1% |
| 1Y | -33.1% | +46.9% | -80.0% | -36.9% |
| 3Y | -27.1% | +276.3% | -303.4% | -41.3% |
| 5Y | -9.9% | +260.0% | -269.9% | -33.3% |
| All | -9.9% | +261.1% | -271.0% | -33.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling