+70.0%
UBER vs CSGP
-38.5%
+108.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.0% |
| 7D | +1.2% | -7.1% | +8.2% | +4.5% |
| 30D | -1.1% | +3.6% | -4.8% | -4.0% |
| 3M | -10.0% | -2.7% | -7.3% | -10.6% |
| 6M | -7.2% | -8.0% | +0.9% | -6.0% |
| YTD | -13.5% | -55.0% | +41.5% | +20.7% |
| 1Y | -24.5% | -55.8% | +31.3% | +6.0% |
| 3Y | +37.0% | -62.0% | +99.0% | +97.4% |
| 5Y | +63.3% | -62.9% | +126.2% | +129.6% |
| All | +70.0% | -38.5% | +108.5% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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