+74.5%
UBER vs CCI
-18.6%
+93.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.7% | +3.8% | +2.6% |
| 7D | -4.5% | -4.4% | -0.1% | -3.3% |
| 30D | -7.6% | +0.3% | -7.9% | -7.7% |
| 3M | +5.8% | -20.0% | +25.7% | +11.9% |
| 6M | +0.3% | -14.5% | +14.8% | +3.9% |
| YTD | -11.2% | -14.9% | +3.7% | -8.3% |
| 1Y | -23.0% | -17.7% | -5.3% | -19.9% |
| 3Y | +53.6% | -12.4% | +66.0% | +52.5% |
| 5Y | +81.9% | -50.1% | +132.0% | +116.5% |
| All | +74.5% | -18.6% | +93.2% | +76.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CCI.
Daily Out/Under-Performance
Portfolio return minus CCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCI 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 CCI 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