+82.2%
UBER vs CVE
+316.7%
-234.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | 0.0% |
| 7D | -3.9% | +2.5% | -6.4% | -4.5% |
| 30D | +11.1% | +16.7% | -5.6% | +7.0% |
| 3M | +4.9% | +9.3% | -4.4% | +2.1% |
| 6M | -1.2% | +43.6% | -44.8% | -10.6% |
| YTD | -7.3% | +93.6% | -100.9% | -22.6% |
| 1Y | -17.6% | +98.8% | -116.4% | -31.8% |
| 3Y | +61.1% | +73.6% | -12.5% | +34.3% |
| 5Y | +87.9% | +312.5% | -224.6% | +19.0% |
| All | +82.2% | +316.7% | -234.5% | -7.5% |
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