+56.4%
UBER vs CPRT
-14.6%
+71.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.6% | +2.2% | +2.7% |
| 7D | +6.7% | +1.6% | +5.1% | +5.6% |
| 30D | -0.5% | +18.8% | -19.3% | -11.3% |
| 3M | -5.1% | +9.4% | -14.5% | -11.7% |
| 6M | -5.7% | -4.4% | -1.3% | -4.5% |
| YTD | -12.9% | -17.1% | +4.2% | -3.5% |
| 1Y | -22.6% | -19.9% | -2.7% | -12.3% |
| 3Y | +42.2% | -30.5% | +72.7% | +66.3% |
| 5Y | +56.4% | -15.9% | +72.3% | +41.5% |
| All | +56.4% | -14.6% | +71.0% | +41.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling