+66.3%
UBER vs C
+137.6%
-71.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.1% |
| 7D | +0.5% | +4.7% | -4.2% | -2.1% |
| 30D | -3.1% | +0.2% | -3.3% | -3.3% |
| 3M | -8.3% | -9.3% | +1.1% | -3.6% |
| 6M | -9.5% | -0.8% | -8.6% | -10.4% |
| YTD | -15.4% | +8.5% | -23.9% | -21.7% |
| 1Y | -26.1% | +23.1% | -49.2% | -36.6% |
| 3Y | +34.0% | +220.8% | -186.8% | -38.2% |
| 5Y | +53.2% | +112.4% | -59.2% | -10.0% |
| All | +66.3% | +137.6% | -71.3% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 10y: compounded portfolio wealth divided by compounded C 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…
10y analysis · Full analysis span regression · 6 months rolling