+379.9%
CSCO vs UUUU
+465.5%
-85.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -5.0% | +9.4% | +4.8% |
| 7D | +2.7% | -10.5% | +13.2% | +3.6% |
| 30D | -9.5% | -10.5% | +1.0% | -8.8% |
| 3M | -7.6% | -14.1% | +6.5% | -6.8% |
| 6M | +44.9% | -35.5% | +80.4% | +48.6% |
| YTD | +47.7% | -10.9% | +58.6% | +45.9% |
| 1Y | +69.1% | +3.4% | +65.7% | +62.7% |
| 3Y | +113.5% | +73.1% | +40.4% | +89.0% |
| 5Y | +122.8% | +87.1% | +35.6% | +87.3% |
| All | +379.9% | +465.5% | -85.6% | +218.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded UUUU 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling