-25.6%
UBER vs CPB
-21.8%
-3.7%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -1.4% |
| 7D | +5.2% | +2.9% | +2.3% | +4.8% |
| 30D | -2.0% | +17.6% | -19.6% | -3.6% |
| 3M | -10.2% | +2.0% | -12.3% | -10.7% |
| 6M | -7.2% | +11.6% | -18.8% | -7.7% |
| YTD | -14.3% | -13.8% | -0.5% | -16.1% |
| 1Y | -25.6% | -21.6% | -4.0% | -25.6% |
| All | -25.6% | -21.8% | -3.7% | -25.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling