+71.0%
UBER vs CNP
+69.2%
+1.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -2.4% |
| 7D | -7.0% | +0.7% | -7.7% | -7.3% |
| 30D | -8.9% | -0.1% | -8.9% | -9.0% |
| 3M | +1.0% | -5.6% | +6.6% | +3.3% |
| 6M | -3.7% | -7.5% | +3.7% | -1.2% |
| YTD | -13.0% | +5.5% | -18.5% | -15.8% |
| 1Y | -25.5% | +8.3% | -33.9% | -28.9% |
| 3Y | +50.5% | +51.8% | -1.3% | +21.3% |
| 5Y | +76.2% | +69.9% | +6.3% | +32.4% |
| All | +71.0% | +69.2% | +1.8% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 CNP 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