+67.6%
UBER vs COR
+475.7%
-408.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.0% | -2.1% | +0.1% |
| 7D | +1.6% | +7.8% | -6.2% | -0.2% |
| 30D | +0.6% | +7.0% | -6.4% | -1.0% |
| 3M | -8.2% | +16.3% | -24.4% | -11.3% |
| 6M | -6.7% | +41.3% | -48.0% | -14.0% |
| YTD | -14.7% | +7.1% | -21.8% | -16.8% |
| 1Y | -24.1% | -0.8% | -23.2% | -24.3% |
| 3Y | +33.4% | +85.0% | -51.6% | +5.1% |
| 5Y | +54.5% | +203.9% | -149.4% | -4.1% |
| All | +67.6% | +475.7% | -408.1% | -33.1% |
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