+46.4%
UBER vs CDE
+807.6%
-761.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.4% | -1.3% |
| 7D | -5.4% | -3.1% | -2.3% | -5.1% |
| 30D | -4.9% | +9.5% | -14.4% | -5.9% |
| 3M | +3.0% | +25.5% | -22.4% | +0.3% |
| 6M | -4.4% | -7.9% | +3.5% | -4.8% |
| YTD | -12.3% | +15.6% | -27.8% | -15.4% |
| 1Y | -24.3% | +34.0% | -58.4% | -28.8% |
| 3Y | +46.4% | +791.9% | -745.5% | +13.1% |
| All | +46.4% | +807.6% | -761.2% | +13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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