+42.2%
UBER vs CPRT
-30.7%
+72.9%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.6% | +2.2% | +3.2% |
| 7D | +6.7% | +1.6% | +5.1% | +6.0% |
| 30D | -0.5% | +18.8% | -19.3% | -6.8% |
| 3M | -5.1% | +9.4% | -14.5% | -8.8% |
| 6M | -5.7% | -4.4% | -1.3% | -4.9% |
| YTD | -12.9% | -17.1% | +4.2% | -8.0% |
| 1Y | -22.6% | -19.9% | -2.7% | -17.1% |
| 3Y | +42.2% | -30.5% | +72.7% | +60.0% |
| All | +42.2% | -30.7% | +72.9% | +60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPRT.
Daily Out/Under-Performance
Portfolio return minus CPRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPRT 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 3y: compounded portfolio wealth divided by compounded CPRT 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…
3y analysis · Full analysis span regression · 6 months rolling