+78.9%
UBER vs CNC
+10.7%
+68.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -1.4% |
| 7D | -5.4% | -0.9% | -4.5% | -5.3% |
| 30D | -4.9% | -1.0% | -3.9% | -4.8% |
| 3M | +3.0% | +4.5% | -1.5% | +2.5% |
| 6M | -4.4% | +85.2% | -89.6% | -10.0% |
| YTD | -12.3% | +61.4% | -73.7% | -16.5% |
| 1Y | -24.3% | +94.9% | -119.2% | -29.5% |
| 3Y | +46.4% | 0.0% | +46.4% | +42.8% |
| All | +78.9% | +10.7% | +68.1% | +68.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling