+71.0%
UBER vs CAPR
+110.7%
-39.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.6% | +1.8% | -2.7% |
| 7D | -7.0% | -12.6% | +5.6% | -6.7% |
| 30D | -8.9% | +124.4% | -133.3% | -11.3% |
| 3M | +1.0% | -66.8% | +67.8% | +2.0% |
| 6M | -3.7% | -71.8% | +68.1% | -2.5% |
| YTD | -13.0% | -70.1% | +57.1% | -12.1% |
| 1Y | -25.5% | +33.3% | -58.9% | -32.4% |
| 3Y | +50.5% | +36.7% | +13.8% | +29.0% |
| 5Y | +76.2% | +72.5% | +3.7% | +46.4% |
| All | +71.0% | +110.7% | -39.7% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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