+82.2%
UBER vs RRC
+365.4%
-283.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.1% |
| 7D | -3.9% | +1.3% | -5.2% | -4.1% |
| 30D | +11.1% | +10.1% | +1.0% | +9.5% |
| 3M | +4.9% | +4.0% | +0.9% | +4.2% |
| 6M | -1.2% | +1.6% | -2.7% | -1.8% |
| YTD | -7.3% | +19.7% | -27.0% | -10.3% |
| 1Y | -17.6% | +21.4% | -39.1% | -20.7% |
| 3Y | +61.1% | +29.7% | +31.4% | +51.4% |
| 5Y | +87.9% | +153.9% | -66.0% | +55.2% |
| All | +82.2% | +365.4% | -283.1% | +42.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling