-26.2%
UBER vs CB
+34.9%
-61.1%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.1% | +2.8% | +4.8% |
| 7D | +7.0% | +5.3% | +1.8% | +6.8% |
| 30D | +0.6% | +13.2% | -12.7% | +0.3% |
| 3M | -2.9% | +7.8% | -10.7% | -3.3% |
| 6M | -5.5% | +15.8% | -21.3% | -4.6% |
| YTD | -14.5% | +21.0% | -35.5% | -11.8% |
| 1Y | -26.2% | +32.2% | -58.4% | -23.8% |
| All | -26.2% | +34.9% | -61.1% | -23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 1y: compounded portfolio wealth divided by compounded CB 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…
1y analysis · Full analysis span regression · 6 months rolling