+82.2%
UBER vs CPB
-28.1%
+110.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | -0.5% |
| 7D | -3.9% | -8.6% | +4.7% | -4.6% |
| 30D | +11.1% | -7.2% | +18.4% | +10.4% |
| 3M | +4.9% | +0.9% | +4.0% | +5.2% |
| 6M | -1.2% | -11.8% | +10.6% | -2.4% |
| YTD | -7.3% | -19.4% | +12.1% | -9.3% |
| 1Y | -17.6% | -30.4% | +12.7% | -20.7% |
| 3Y | +61.1% | -40.2% | +101.2% | +52.7% |
| 5Y | +87.9% | -39.5% | +127.4% | +79.4% |
| All | +82.2% | -28.1% | +110.4% | +52.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling