+75.9%
UBER vs C
+160.4%
-84.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.7% | -2.8% | -3.1% |
| 7D | -2.8% | +3.2% | -6.0% | -4.5% |
| 30D | -2.5% | +1.3% | -3.8% | -3.4% |
| 3M | +4.4% | +3.1% | +1.3% | +1.6% |
| 6M | -2.7% | +29.6% | -32.3% | -17.5% |
| YTD | -10.5% | +19.0% | -29.5% | -21.0% |
| 1Y | -22.5% | +45.6% | -68.1% | -39.6% |
| 3Y | +54.8% | +269.3% | -214.5% | -34.1% |
| 5Y | +82.5% | +131.6% | -49.1% | +2.2% |
| All | +75.9% | +160.4% | -84.5% | -18.5% |
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