+266.3%
WMB vs CPRT
+382.0%
-115.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.6% |
| 7D | -6.9% | +4.0% | -10.9% | -8.0% |
| 30D | -7.2% | +18.2% | -25.4% | -12.0% |
| 3M | -5.4% | +9.2% | -14.6% | -8.8% |
| 6M | -4.9% | -4.8% | 0.0% | -4.9% |
| YTD | +14.7% | -17.5% | +32.2% | +19.4% |
| 1Y | +14.7% | -22.0% | +36.7% | +21.6% |
| 3Y | +116.4% | -33.7% | +150.1% | +137.1% |
| 5Y | +198.5% | -15.0% | +213.5% | +190.5% |
| 10Y | +266.3% | +385.2% | -118.9% | +86.3% |
| All | +266.3% | +382.0% | -115.7% | +86.3% |
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