+72.4%
UBER vs RRC
+357.1%
-284.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -1.0% |
| 7D | -5.4% | -1.8% | -3.6% | -5.1% |
| 30D | -4.9% | +2.7% | -7.6% | -5.3% |
| 3M | +3.0% | +8.8% | -5.8% | +1.6% |
| 6M | -4.4% | -1.2% | -3.2% | -4.6% |
| YTD | -12.3% | +17.6% | -29.9% | -14.9% |
| 1Y | -24.3% | +18.4% | -42.7% | -26.8% |
| 3Y | +46.4% | +33.1% | +13.4% | +37.2% |
| 5Y | +79.7% | +148.2% | -68.5% | +49.0% |
| All | +72.4% | +357.1% | -284.6% | +35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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