+412.4%
CPRT vs WU
-40.9%
+453.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.9% | -1.5% |
| 7D | -0.4% | -4.9% | +4.5% | +1.2% |
| 30D | +8.2% | -1.3% | +9.5% | +8.6% |
| 3M | +2.3% | -3.6% | +5.9% | +2.1% |
| 6M | -14.7% | -24.3% | +9.6% | -7.9% |
| YTD | -18.2% | -21.1% | +2.9% | -13.0% |
| 1Y | -33.4% | -10.3% | -23.1% | -32.7% |
| 3Y | -28.3% | -28.4% | 0.0% | -23.3% |
| 5Y | -9.8% | -51.2% | +41.4% | +9.8% |
| 10Y | +412.4% | -39.6% | +452.0% | +442.0% |
| All | +412.4% | -40.9% | +453.2% | +442.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling