+70.0%
UBER vs CPB
-24.1%
+94.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +0.8% |
| 7D | +1.2% | -4.1% | +5.2% | +0.9% |
| 30D | -1.1% | +16.9% | -18.1% | +0.1% |
| 3M | -10.0% | -0.6% | -9.5% | -10.1% |
| 6M | -7.2% | +11.4% | -18.6% | -6.1% |
| YTD | -13.5% | -14.8% | +1.3% | -15.0% |
| 1Y | -24.5% | -24.8% | +0.3% | -26.9% |
| 3Y | +37.0% | -36.6% | +73.6% | +30.3% |
| 5Y | +63.3% | -33.3% | +96.7% | +57.0% |
| All | +70.0% | -24.1% | +94.1% | +43.3% |
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