+67.6%
UBER vs CPB
-22.5%
+90.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.1% | -2.3% | +1.0% |
| 7D | +1.6% | -1.6% | +3.2% | +1.5% |
| 30D | +0.6% | +19.2% | -18.6% | +2.0% |
| 3M | -8.2% | -1.0% | -7.2% | -8.3% |
| 6M | -6.7% | +15.2% | -21.9% | -5.3% |
| YTD | -14.7% | -13.1% | -1.6% | -16.1% |
| 1Y | -24.1% | -22.4% | -1.6% | -26.3% |
| 3Y | +33.4% | -35.3% | +68.7% | +27.0% |
| 5Y | +54.5% | -33.0% | +87.5% | +48.6% |
| All | +67.6% | -22.5% | +90.2% | +41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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