+49.5%
UBER vs CVE
+142.8%
-93.3%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | +5.1% | -16.1% | +21.3% | +7.9% |
| 30D | +0.2% | -10.4% | +10.6% | +1.6% |
| 3M | -2.7% | -2.4% | -0.3% | -3.1% |
| 6M | -13.4% | -4.4% | -8.9% | -13.7% |
| YTD | -16.1% | +64.9% | -81.0% | -26.1% |
| 1Y | -25.5% | +66.0% | -91.6% | -34.6% |
| 3Y | +42.5% | +57.7% | -15.2% | +22.9% |
| All | +49.5% | +142.8% | -93.3% | +13.7% |
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