+303.7%
WMB vs CPRT
+426.9%
-123.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | 0.0% |
| 7D | +0.6% | +2.2% | -1.6% | -0.2% |
| 30D | +3.3% | +16.6% | -13.4% | -1.9% |
| 3M | +3.1% | +9.6% | -6.5% | -0.6% |
| 6M | -0.7% | -11.1% | +10.4% | +2.1% |
| YTD | +25.2% | -13.9% | +39.0% | +29.4% |
| 1Y | +32.9% | -32.5% | +65.4% | +49.2% |
| 3Y | +140.6% | -25.0% | +165.6% | +153.6% |
| 5Y | +273.5% | -7.4% | +280.8% | +252.3% |
| All | +303.7% | +426.9% | -123.2% | +75.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling