+67.6%
UBER vs CB
+198.0%
-130.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.2% | +0.4% |
| 7D | +1.6% | +2.9% | -1.3% | +0.4% |
| 30D | +0.6% | +7.3% | -6.7% | -2.3% |
| 3M | -8.2% | +9.4% | -17.6% | -11.6% |
| 6M | -6.7% | +19.6% | -26.3% | -13.9% |
| YTD | -14.7% | +21.5% | -36.2% | -22.2% |
| 1Y | -24.1% | +28.0% | -52.1% | -32.4% |
| 3Y | +33.4% | +74.9% | -41.5% | -0.6% |
| 5Y | +54.5% | +108.1% | -53.7% | +2.8% |
| All | +67.6% | +198.0% | -130.4% | -22.1% |
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