+66.3%
UBER vs CAPR
+149.8%
-83.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -8.7% | +6.5% | -2.0% |
| 7D | +0.5% | +19.1% | -18.6% | -0.1% |
| 30D | -3.1% | +48.8% | -51.9% | -4.3% |
| 3M | -8.3% | +144.4% | -152.7% | -11.1% |
| 6M | -9.5% | -67.5% | +58.0% | -8.8% |
| YTD | -15.4% | -64.5% | +49.1% | -15.2% |
| 1Y | -26.1% | +74.4% | -100.6% | -33.5% |
| 3Y | +34.0% | +265.7% | -231.7% | +10.6% |
| 5Y | +53.2% | +196.0% | -142.8% | +24.8% |
| All | +66.3% | +149.8% | -83.5% | +17.2% |
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