+78.9%
UBER vs CPNG
-49.8%
+128.6%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.1% | -4.3% | -2.3% |
| 7D | -5.4% | -1.1% | -4.3% | -5.0% |
| 30D | -4.9% | -7.4% | +2.5% | -2.4% |
| 3M | +3.0% | -12.3% | +15.4% | +7.2% |
| 6M | -4.4% | -19.4% | +15.0% | +0.4% |
| YTD | -12.3% | -35.9% | +23.6% | -0.6% |
| 1Y | -24.3% | -53.4% | +29.1% | -3.3% |
| 3Y | +46.4% | -20.0% | +66.4% | +45.1% |
| All | +78.9% | -49.8% | +128.6% | +77.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling