+49.4%
UBER vs CCJ
+176.9%
-127.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.2% | -4.7% | -3.7% |
| 7D | -2.8% | +5.9% | -8.7% | -3.8% |
| 30D | -2.5% | +4.7% | -7.2% | -3.5% |
| 3M | +4.4% | -3.3% | +7.7% | +4.6% |
| 6M | -2.7% | -7.0% | +4.4% | -2.4% |
| YTD | -10.5% | +11.5% | -22.0% | -13.8% |
| 1Y | -22.5% | +32.3% | -54.8% | -28.8% |
| All | +49.4% | +176.9% | -127.5% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ 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 3y: compounded portfolio wealth divided by compounded CCJ 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…
3y analysis · Full analysis span regression · 6 months rolling