+72.4%
UBER vs CCL
-54.8%
+127.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.5% | -1.7% |
| 7D | -5.4% | -3.2% | -2.2% | -4.3% |
| 30D | -4.9% | -17.8% | +12.9% | +1.7% |
| 3M | +3.0% | -18.7% | +21.7% | +10.2% |
| 6M | -4.4% | -11.4% | +7.0% | -2.0% |
| YTD | -12.3% | -24.3% | +12.0% | -5.8% |
| 1Y | -24.3% | -28.8% | +4.5% | -17.7% |
| 3Y | +46.4% | +49.3% | -2.9% | +15.0% |
| 5Y | +79.7% | +1.6% | +78.1% | +48.5% |
| All | +72.4% | -54.8% | +127.3% | +50.2% |
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