-22.1%
CPRT vs WU
-15.8%
-6.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.0% | +2.6% | +0.3% |
| 7D | -1.4% | +2.1% | -3.5% | -1.9% |
| 30D | +21.5% | +10.1% | +11.3% | +18.7% |
| 3M | +9.4% | -1.1% | +10.6% | +9.0% |
| 6M | -3.3% | -19.8% | +16.5% | +0.4% |
| YTD | -17.8% | -20.8% | +2.9% | -14.6% |
| All | -22.1% | -15.8% | -6.3% | -19.9% |
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