+82.5%
UBER vs CNP
+76.4%
+6.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.6% | -3.7% |
| 7D | -2.8% | +1.6% | -4.5% | -3.2% |
| 30D | -2.5% | -0.8% | -1.7% | -2.4% |
| 3M | +4.4% | -3.6% | +7.9% | +5.3% |
| 6M | -2.7% | -6.9% | +4.3% | -1.2% |
| YTD | -10.5% | +6.4% | -16.9% | -12.6% |
| 1Y | -22.5% | +9.9% | -32.4% | -25.1% |
| 3Y | +54.8% | +53.1% | +1.7% | +34.1% |
| 5Y | +82.5% | +72.0% | +10.5% | +51.3% |
| All | +82.5% | +76.4% | +6.1% | +51.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling