+85.0%
UBER vs CVE
+317.2%
-232.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | 0.0% |
| 7D | -3.9% | +2.5% | -6.4% | -4.3% |
| 30D | +11.1% | +16.7% | -5.6% | +8.0% |
| 3M | +4.9% | +9.3% | -4.4% | +2.9% |
| 6M | -1.2% | +43.6% | -44.8% | -8.6% |
| YTD | -7.3% | +93.6% | -100.9% | -19.8% |
| 1Y | -17.6% | +98.8% | -116.4% | -29.3% |
| 3Y | +61.1% | +73.6% | -12.5% | +38.1% |
| All | +85.0% | +317.2% | -232.2% | +42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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