+65.5%
UBER vs CVE
+257.1%
-191.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.7% | +1.2% | -0.9% |
| 7D | +4.6% | -14.1% | +18.7% | +8.0% |
| 30D | -0.4% | -11.6% | +11.2% | +1.9% |
| 3M | +0.9% | 0.0% | +0.8% | 0.0% |
| 6M | -5.7% | -8.4% | +2.7% | -5.2% |
| YTD | -15.8% | +65.9% | -81.7% | -27.6% |
| 1Y | -25.8% | +69.4% | -95.3% | -36.6% |
| 3Y | +44.0% | +55.9% | -11.9% | +22.6% |
| 5Y | +45.8% | +146.2% | -100.4% | +5.2% |
| All | +65.5% | +257.1% | -191.7% | -13.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling