+66.3%
UBER vs RRC
+471.6%
-405.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -2.1% |
| 7D | +0.5% | +2.5% | -2.0% | +0.1% |
| 30D | -3.1% | +21.1% | -24.2% | -6.2% |
| 3M | -8.3% | +28.4% | -36.7% | -12.1% |
| 6M | -9.5% | +26.5% | -35.9% | -13.1% |
| YTD | -15.4% | +47.0% | -62.4% | -21.0% |
| 1Y | -26.1% | +35.2% | -61.3% | -30.2% |
| 3Y | +34.0% | +61.0% | -27.0% | +21.7% |
| 5Y | +53.2% | +133.6% | -80.4% | +27.9% |
| All | +66.3% | +471.6% | -405.3% | +25.6% |
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