+67.6%
UBER vs CCL
-41.7%
+109.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.0% |
| 7D | +1.6% | -1.2% | +2.8% | +2.0% |
| 30D | +0.6% | +13.1% | -12.5% | -3.8% |
| 3M | -8.2% | +3.4% | -11.5% | -9.8% |
| 6M | -6.7% | +18.7% | -25.4% | -13.4% |
| YTD | -14.7% | -2.3% | -12.5% | -16.7% |
| 1Y | -24.1% | +14.2% | -38.3% | -30.3% |
| 3Y | +33.4% | +133.6% | -100.2% | -10.8% |
| 5Y | +54.5% | +33.5% | +21.0% | +15.8% |
| All | +67.6% | -41.7% | +109.3% | +32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CCL.
Daily Out/Under-Performance
Portfolio return minus CCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCL 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 CCL 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