+71.0%
UBER vs CPB
-26.5%
+97.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.6% | -3.4% | -2.8% |
| 7D | -7.0% | -8.0% | +1.0% | -7.7% |
| 30D | -8.9% | -2.4% | -6.5% | -9.1% |
| 3M | +1.0% | +0.5% | +0.5% | +1.2% |
| 6M | -3.7% | -10.5% | +6.7% | -4.8% |
| YTD | -13.0% | -17.5% | +4.5% | -14.7% |
| 1Y | -25.5% | -31.0% | +5.5% | -28.5% |
| 3Y | +50.5% | -40.6% | +91.1% | +42.4% |
| 5Y | +76.2% | -37.7% | +113.9% | +68.6% |
| All | +71.0% | -26.5% | +97.5% | +43.8% |
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