+54.8%
UBER vs CPB
-40.5%
+95.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.8% | -5.2% | -3.4% |
| 7D | -2.8% | -8.2% | +5.4% | -3.1% |
| 30D | -2.5% | -5.6% | +3.1% | -2.7% |
| 3M | +4.4% | +3.0% | +1.4% | +4.9% |
| 6M | -2.7% | -12.7% | +10.1% | -4.0% |
| YTD | -10.5% | -18.0% | +7.5% | -12.2% |
| 1Y | -22.5% | -31.7% | +9.2% | -25.4% |
| 3Y | +54.8% | -41.0% | +95.8% | +49.3% |
| All | +54.8% | -40.5% | +95.3% | +49.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling