+11.8%
CRM vs UBER
+50.1%
-38.3%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.2% | +3.2% | +2.3% |
| 7D | -4.4% | -5.4% | +1.0% | -3.0% |
| 30D | +28.1% | -4.9% | +33.0% | +29.7% |
| 3M | +48.8% | +3.0% | +45.8% | +47.0% |
| 6M | +28.3% | -4.4% | +32.7% | +28.8% |
| YTD | -6.0% | -12.3% | +6.3% | -3.7% |
| 1Y | +1.4% | -24.3% | +25.7% | +7.8% |
| 3Y | +11.8% | +46.4% | -34.6% | -6.9% |
| All | +11.8% | +50.1% | -38.3% | -6.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling