+72.4%
UBER vs CNC
+20.8%
+51.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -1.5% |
| 7D | -5.4% | -0.9% | -4.5% | -5.2% |
| 30D | -4.9% | -1.0% | -3.9% | -4.8% |
| 3M | +3.0% | +4.5% | -1.5% | +1.7% |
| 6M | -4.4% | +85.2% | -89.6% | -16.2% |
| YTD | -12.3% | +61.4% | -73.7% | -21.5% |
| 1Y | -24.3% | +94.9% | -119.2% | -35.5% |
| 3Y | +46.4% | 0.0% | +46.4% | +37.3% |
| 5Y | +79.7% | +11.2% | +68.5% | +57.2% |
| All | +72.4% | +20.8% | +51.6% | +31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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