+85.0%
UBER vs CB
+99.7%
-14.7%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | +0.1% |
| 7D | -3.9% | +0.5% | -4.4% | -4.0% |
| 30D | +11.1% | -3.1% | +14.2% | +11.8% |
| 3M | +4.9% | +9.0% | -4.0% | +2.8% |
| 6M | -1.2% | +2.9% | -4.0% | -1.9% |
| YTD | -7.3% | +10.1% | -17.4% | -9.6% |
| 1Y | -17.6% | +22.8% | -40.4% | -22.0% |
| 3Y | +61.1% | +73.8% | -12.7% | +31.5% |
| All | +85.0% | +99.7% | -14.7% | +37.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling