+23.7%
WMB vs CPRT
-24.7%
+48.5%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +5.0% | -11.4% | -5.4% |
| 7D | -8.6% | +12.6% | -21.3% | -6.7% |
| 30D | -4.2% | +18.0% | -22.1% | -1.4% |
| 3M | -4.4% | +11.0% | -15.4% | -2.3% |
| 6M | -8.7% | -2.0% | -6.7% | -7.6% |
| YTD | +15.4% | -16.7% | +32.1% | +14.2% |
| 1Y | +23.7% | -23.9% | +47.6% | +22.8% |
| All | +23.7% | -24.7% | +48.5% | +22.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling