+605.1%
AAPL vs UBER
+70.6%
+534.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +3.0% | +2.0% |
| 7D | +3.8% | -5.4% | +9.2% | +5.0% |
| 30D | +9.9% | -4.9% | +14.8% | +11.0% |
| 3M | +12.5% | +3.0% | +9.4% | +11.3% |
| 6M | +27.6% | -4.4% | +32.0% | +27.9% |
| YTD | +22.6% | -12.3% | +34.8% | +24.7% |
| 1Y | +45.0% | -24.3% | +69.3% | +51.8% |
| 3Y | +87.8% | +46.4% | +41.3% | +66.1% |
| 5Y | +128.7% | +79.7% | +49.0% | +84.0% |
| All | +605.1% | +70.6% | +534.4% | +466.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UBER.
Daily Out/Under-Performance
Portfolio return minus UBER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UBER 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 UBER 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