+67.6%
UBER vs COP
+199.3%
-131.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.3% |
| 7D | +1.6% | +4.4% | -2.8% | +0.1% |
| 30D | +0.6% | 0.0% | +0.6% | +0.1% |
| 3M | -8.2% | +15.0% | -23.2% | -13.1% |
| 6M | -6.7% | +22.0% | -28.7% | -14.0% |
| YTD | -14.7% | +55.3% | -70.1% | -29.0% |
| 1Y | -24.1% | +64.1% | -88.2% | -38.3% |
| 3Y | +33.4% | +34.1% | -0.7% | +13.5% |
| 5Y | +54.5% | +133.4% | -78.9% | -4.7% |
| All | +67.6% | +199.3% | -131.7% | -33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COP.
Daily Out/Under-Performance
Portfolio return minus COP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COP 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 COP 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