+28.3%
CRM vs UBER
-3.9%
+32.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.2% | +3.2% | +2.3% |
| 7D | -4.4% | -5.4% | +1.0% | -2.8% |
| 30D | +28.1% | -4.9% | +33.0% | +29.4% |
| 3M | +48.8% | +3.0% | +45.8% | +46.5% |
| 6M | +28.3% | -4.4% | +32.7% | +26.6% |
| All | +28.3% | -3.9% | +32.1% | +26.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling