+21.6%
UBER vs CPNG
-76.2%
+97.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.1% | -4.3% | -2.2% |
| 7D | -5.4% | -1.1% | -4.3% | -5.1% |
| 30D | -4.9% | -7.4% | +2.5% | -2.5% |
| 3M | +3.0% | -12.3% | +15.4% | +7.0% |
| 6M | -4.4% | -19.4% | +15.0% | +0.2% |
| YTD | -12.3% | -35.9% | +23.6% | -1.2% |
| 1Y | -24.3% | -53.4% | +29.1% | -4.6% |
| 3Y | +46.4% | -20.0% | +66.4% | +45.8% |
| 5Y | +79.7% | -49.6% | +129.2% | +79.0% |
| All | +21.6% | -76.2% | +97.8% | +29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CPNG.
Daily Out/Under-Performance
Portfolio return minus CPNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPNG 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 CPNG 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