+85.0%
UBER vs C
+128.9%
-43.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | -3.9% | +3.6% | -7.5% | -5.6% |
| 30D | +11.1% | +0.1% | +11.1% | +10.8% |
| 3M | +4.9% | +2.4% | +2.5% | +2.7% |
| 6M | -1.2% | +24.9% | -26.1% | -13.6% |
| YTD | -7.3% | +19.8% | -27.1% | -17.9% |
| 1Y | -17.6% | +44.9% | -62.5% | -34.9% |
| 3Y | +61.1% | +263.0% | -201.9% | -32.1% |
| All | +85.0% | +128.9% | -43.9% | +4.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling