+75.9%
UBER vs CB
+166.2%
-90.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.4% | -2.0% | -2.9% |
| 7D | -2.8% | -0.6% | -2.2% | -2.6% |
| 30D | -2.5% | -3.9% | +1.4% | -0.9% |
| 3M | +4.4% | +4.9% | -0.5% | +1.9% |
| 6M | -2.7% | +3.3% | -5.9% | -4.5% |
| YTD | -10.5% | +8.5% | -19.0% | -14.4% |
| 1Y | -22.5% | +22.1% | -44.6% | -29.9% |
| 3Y | +54.8% | +70.1% | -15.3% | +15.5% |
| 5Y | +82.5% | +97.4% | -14.9% | +23.0% |
| All | +75.9% | +166.2% | -90.3% | -14.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling