+387.6%
CPRT vs WY
+7.2%
+380.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.7% | -1.3% | -2.9% |
| 7D | -8.4% | -3.7% | -4.7% | -6.9% |
| 30D | +4.6% | -11.3% | +15.9% | +10.0% |
| 3M | -1.9% | -8.1% | +6.2% | +1.4% |
| 6M | -15.3% | -7.4% | -7.9% | -13.0% |
| YTD | -21.5% | -4.7% | -16.8% | -20.6% |
| 1Y | -36.6% | -9.2% | -27.4% | -34.8% |
| 3Y | -31.2% | -24.7% | -6.5% | -24.9% |
| 5Y | -14.1% | -21.6% | +7.4% | -8.6% |
| All | +387.6% | +7.2% | +380.4% | +312.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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