+22,034.1%
CPRT vs WSM
+12,945.4%
+9,088.7%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.1% | -1.7% | 0.0% |
| 7D | +2.2% | -3.3% | +5.5% | +2.8% |
| 30D | +16.6% | -8.4% | +25.0% | +18.4% |
| 3M | +9.6% | +9.7% | -0.1% | +7.7% |
| 6M | -11.1% | +16.7% | -27.8% | -13.8% |
| YTD | -13.9% | +28.7% | -42.6% | -18.1% |
| 1Y | -32.5% | +13.7% | -46.2% | -34.5% |
| 3Y | -25.0% | +230.1% | -255.1% | -41.9% |
| 5Y | -7.4% | +179.0% | -186.3% | -27.4% |
| 10Y | +422.0% | +1,002.5% | -580.6% | +207.7% |
| All | +22,034.1% | +12,945.4% | +9,088.7% | +7,508.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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