+74.5%
UBER vs COR
+413.7%
-339.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.8% | +2.2% |
| 7D | -4.5% | -4.8% | +0.3% | -3.4% |
| 30D | -7.6% | -3.7% | -3.9% | -6.8% |
| 3M | +5.8% | +14.3% | -8.6% | +2.5% |
| 6M | +0.3% | -8.5% | +8.8% | +2.0% |
| YTD | -11.2% | -4.4% | -6.8% | -11.0% |
| 1Y | -23.0% | +9.1% | -32.1% | -26.2% |
| 3Y | +53.6% | +85.2% | -31.6% | +18.6% |
| 5Y | +81.9% | +180.7% | -98.8% | +13.9% |
| All | +74.5% | +413.7% | -339.2% | -28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COR.
Daily Out/Under-Performance
Portfolio return minus COR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COR 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 COR 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