+76.2%
UBER vs CCI
-51.2%
+127.4%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.0% | -1.8% | -2.6% |
| 7D | -7.0% | -0.3% | -6.8% | -7.0% |
| 30D | -8.9% | +2.1% | -11.0% | -9.4% |
| 3M | +1.0% | -17.8% | +18.8% | +5.4% |
| 6M | -3.7% | -14.2% | +10.4% | -0.8% |
| YTD | -13.0% | -13.3% | +0.3% | -10.9% |
| 1Y | -25.5% | -16.6% | -8.9% | -23.1% |
| 3Y | +50.5% | -10.8% | +61.3% | +47.3% |
| 5Y | +76.2% | -50.3% | +126.5% | +116.5% |
| All | +76.2% | -51.2% | +127.4% | +116.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling