+76.2%
UBER vs RRC
+154.4%
-78.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.7% |
| 7D | -7.0% | -1.7% | -5.3% | -6.8% |
| 30D | -8.9% | +3.6% | -12.5% | -9.4% |
| 3M | +1.0% | +8.8% | -7.8% | -0.5% |
| 6M | -3.7% | +0.8% | -4.5% | -4.3% |
| YTD | -13.0% | +19.0% | -32.0% | -16.1% |
| 1Y | -25.5% | +22.9% | -48.4% | -28.8% |
| 3Y | +50.5% | +32.3% | +18.2% | +39.7% |
| 5Y | +76.2% | +151.6% | -75.4% | +63.8% |
| All | +76.2% | +154.4% | -78.2% | +63.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling