+71.2%
UBER vs CSGP
-36.5%
+107.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.3% | +1.5% | +2.7% |
| 7D | +6.7% | -1.8% | +8.5% | +7.6% |
| 30D | -0.5% | +5.3% | -5.8% | -4.0% |
| 3M | -5.1% | +3.3% | -8.4% | -8.3% |
| 6M | -5.7% | -4.7% | -1.0% | -6.1% |
| YTD | -12.9% | -53.5% | +40.6% | +19.8% |
| 1Y | -22.6% | -53.7% | +31.1% | +6.4% |
| 3Y | +42.2% | -59.7% | +101.9% | +98.9% |
| 5Y | +56.4% | -62.5% | +118.9% | +119.2% |
| All | +71.2% | -36.5% | +107.7% | +48.4% |
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