-23.9%
CPRT vs WU
-18.0%
-5.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +5.4% | -0.4% | +3.8% |
| 7D | +12.6% | +8.2% | +4.4% | +10.8% |
| 30D | +18.0% | +8.0% | +9.9% | +16.1% |
| 3M | +11.0% | -6.6% | +17.6% | +11.7% |
| 6M | -2.0% | -23.3% | +21.2% | +1.6% |
| YTD | -16.7% | -22.4% | +5.7% | -13.6% |
| 1Y | -23.9% | -18.0% | -5.9% | -20.4% |
| All | -23.9% | -18.0% | -5.9% | -20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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