+7.1%
CRM vs UBER
-18.6%
+25.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.9% |
| 7D | +1.3% | -3.9% | +5.1% | +2.2% |
| 30D | +34.3% | +11.1% | +23.2% | +30.2% |
| 3M | +37.7% | +4.9% | +32.8% | +35.3% |
| 6M | +34.9% | -1.2% | +36.1% | +33.5% |
| YTD | -1.6% | -7.3% | +5.6% | -2.2% |
| 1Y | +7.1% | -17.6% | +24.8% | +9.4% |
| All | +7.1% | -18.6% | +25.8% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UBER.
Daily Out/Under-Performance
Portfolio return minus UBER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UBER 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 UBER 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