+72.4%
UBER vs CAH
+467.0%
-394.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.0% |
| 7D | -5.4% | -5.1% | -0.3% | -3.8% |
| 30D | -4.9% | +0.2% | -5.1% | -5.0% |
| 3M | +3.0% | +6.3% | -3.2% | +1.0% |
| 6M | -4.4% | +9.4% | -13.8% | -7.5% |
| YTD | -12.3% | +15.0% | -27.2% | -16.8% |
| 1Y | -24.3% | +55.4% | -79.7% | -35.8% |
| 3Y | +46.4% | +173.8% | -127.4% | -1.6% |
| 5Y | +79.7% | +395.2% | -315.5% | -8.7% |
| All | +72.4% | +467.0% | -394.6% | -23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 CAH 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