+72.4%
UBER vs CPAY
+54.7%
+17.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.2% | -1.2% |
| 7D | -5.4% | -2.0% | -3.4% | -4.4% |
| 30D | -4.9% | -0.4% | -4.5% | -4.7% |
| 3M | +3.0% | +16.4% | -13.3% | -4.7% |
| 6M | -4.4% | +23.5% | -27.9% | -15.3% |
| YTD | -12.3% | +35.7% | -47.9% | -27.2% |
| 1Y | -24.3% | +30.2% | -54.5% | -36.4% |
| 3Y | +46.4% | +49.7% | -3.3% | +7.8% |
| 5Y | +79.7% | +56.6% | +23.1% | +26.7% |
| All | +72.4% | +54.7% | +17.7% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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