+71.0%
UBER vs CDE
+535.2%
-464.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.6% | -4.4% | -3.0% |
| 7D | -7.0% | -2.0% | -5.1% | -6.8% |
| 30D | -8.9% | +15.7% | -24.6% | -10.9% |
| 3M | +1.0% | +30.5% | -29.5% | -3.6% |
| 6M | -3.7% | -7.4% | +3.6% | -4.3% |
| YTD | -13.0% | +17.9% | -30.9% | -17.6% |
| 1Y | -25.5% | +46.7% | -72.2% | -32.6% |
| 3Y | +50.5% | +851.3% | -800.8% | -5.3% |
| 5Y | +76.2% | +202.9% | -126.8% | +26.1% |
| All | +71.0% | +535.2% | -464.2% | -10.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling