+71.0%
UBER vs COP
+187.2%
-116.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.1% | -3.9% | -3.2% |
| 7D | -7.0% | -0.5% | -6.5% | -6.9% |
| 30D | -8.9% | +11.7% | -20.6% | -12.4% |
| 3M | +1.0% | +17.7% | -16.7% | -5.1% |
| 6M | -3.7% | +18.3% | -22.1% | -10.4% |
| YTD | -13.0% | +49.1% | -62.1% | -26.1% |
| 1Y | -25.5% | +53.3% | -78.8% | -37.7% |
| 3Y | +50.5% | +22.2% | +28.3% | +32.8% |
| 5Y | +76.2% | +193.3% | -117.1% | -3.1% |
| All | +71.0% | +187.2% | -116.2% | -30.8% |
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