+74.5%
UBER vs CG
+168.2%
-93.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.4% | +3.4% |
| 7D | -4.5% | -9.8% | +5.3% | +0.9% |
| 30D | -7.6% | -10.3% | +2.7% | -2.4% |
| 3M | +5.8% | -1.7% | +7.4% | +5.1% |
| 6M | +0.3% | -9.8% | +10.1% | +3.7% |
| YTD | -11.2% | -25.6% | +14.4% | +1.0% |
| 1Y | -23.0% | -32.5% | +9.5% | -8.3% |
| 3Y | +53.6% | +45.6% | +8.0% | +2.2% |
| 5Y | +81.9% | +3.7% | +78.2% | +47.2% |
| All | +74.5% | +168.2% | -93.6% | -46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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