+1.4%
CRM vs UBER
-24.2%
+25.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.2% | +3.2% | +2.3% |
| 7D | -4.4% | -5.4% | +1.0% | -3.1% |
| 30D | +28.1% | -4.9% | +33.0% | +29.4% |
| 3M | +48.8% | +3.0% | +45.8% | +47.0% |
| 6M | +28.3% | -4.4% | +32.7% | +28.2% |
| YTD | -6.0% | -12.3% | +6.3% | -5.3% |
| 1Y | +1.4% | -24.3% | +25.7% | +5.7% |
| All | +1.4% | -24.2% | +25.6% | +5.7% |
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