-9.9%
CPRT vs WU
-51.1%
+41.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.5% | -0.8% | -2.7% |
| 7D | +0.4% | -0.8% | +1.3% | +0.6% |
| 30D | +9.9% | -1.1% | +11.0% | +10.1% |
| 3M | +5.6% | -1.8% | +7.4% | +5.1% |
| 6M | -13.6% | -23.9% | +10.3% | -8.4% |
| YTD | -16.7% | -20.4% | +3.7% | -12.8% |
| 1Y | -33.1% | -10.6% | -22.6% | -32.5% |
| 3Y | -27.1% | -27.7% | +0.7% | -23.2% |
| 5Y | -9.9% | -51.1% | +41.3% | +6.5% |
| All | -9.9% | -51.1% | +41.2% | +6.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling