+78.9%
UBER vs CDE
+196.4%
-117.6%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.4% | -1.4% |
| 7D | -5.4% | -3.1% | -2.3% | -5.0% |
| 30D | -4.9% | +9.5% | -14.4% | -6.2% |
| 3M | +3.0% | +25.5% | -22.4% | -0.8% |
| 6M | -4.4% | -7.9% | +3.5% | -4.9% |
| YTD | -12.3% | +15.6% | -27.8% | -16.5% |
| 1Y | -24.3% | +34.0% | -58.4% | -30.4% |
| 3Y | +46.4% | +791.9% | -745.5% | -7.5% |
| All | +78.9% | +196.4% | -117.6% | +31.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling