-13.2%
UNH vs CPRT
-28.6%
+15.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -1.7% |
| 7D | -1.7% | -0.4% | -1.2% | -1.6% |
| 30D | -3.8% | +8.2% | -12.1% | -5.4% |
| 3M | -4.3% | +2.3% | -6.6% | -5.0% |
| 6M | +38.6% | -14.7% | +53.4% | +42.3% |
| YTD | +20.7% | -18.2% | +38.9% | +25.0% |
| 1Y | +16.0% | -33.4% | +49.4% | +23.8% |
| All | -13.2% | -28.6% | +15.4% | -6.9% |
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