+59.8%
UBER vs CCI
-35.6%
+95.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.4% | +0.5% |
| 7D | +1.6% | +2.5% | -0.9% | +1.0% |
| 30D | +0.6% | +14.4% | -13.8% | -2.6% |
| 3M | -8.2% | +21.7% | -29.8% | -12.5% |
| 6M | -6.7% | +4.0% | -10.7% | -8.2% |
| YTD | -14.7% | +6.2% | -20.9% | -16.9% |
| 1Y | -24.1% | +5.4% | -29.5% | -25.9% |
| 3Y | +33.4% | +11.7% | +21.7% | +23.0% |
| All | +59.8% | -35.6% | +95.4% | +76.6% |
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