+70.0%
UBER vs CNP
+74.4%
-4.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.1% |
| 7D | +1.2% | -0.1% | +1.3% | +1.2% |
| 30D | -1.1% | +5.0% | -6.2% | -3.3% |
| 3M | -10.0% | +2.7% | -12.7% | -11.3% |
| 6M | -7.2% | -1.9% | -5.3% | -7.0% |
| YTD | -13.5% | +8.8% | -22.3% | -17.6% |
| 1Y | -24.5% | +5.6% | -30.1% | -27.1% |
| 3Y | +37.0% | +63.2% | -26.2% | +6.8% |
| 5Y | +63.3% | +73.8% | -10.5% | +21.4% |
| All | +70.0% | +74.4% | -4.4% | +12.0% |
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