+70.0%
UBER vs CF
+260.6%
-190.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.7% |
| 7D | +1.2% | +10.4% | -9.2% | -1.9% |
| 30D | -1.1% | +7.6% | -8.7% | -3.7% |
| 3M | -10.0% | +5.2% | -15.2% | -12.2% |
| 6M | -7.2% | -0.1% | -7.1% | -8.7% |
| YTD | -13.5% | +61.7% | -75.2% | -30.9% |
| 1Y | -24.5% | +50.3% | -74.8% | -38.1% |
| 3Y | +37.0% | +66.0% | -29.0% | +3.7% |
| 5Y | +63.3% | +114.5% | -51.2% | -3.6% |
| All | +70.0% | +260.6% | -190.6% | -42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CF.
Daily Out/Under-Performance
Portfolio return minus CF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CF 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 CF 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