+84.5%
AAPL vs UBER
+52.0%
+32.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.1% | +1.5% | +3.2% |
| 7D | -0.5% | -4.5% | +4.0% | +0.3% |
| 30D | +7.1% | -7.6% | +14.7% | +8.6% |
| 3M | +12.1% | +5.8% | +6.3% | +10.6% |
| 6M | +25.4% | +0.3% | +25.2% | +24.5% |
| YTD | +20.5% | -11.2% | +31.6% | +22.2% |
| 1Y | +44.5% | -23.0% | +67.5% | +50.6% |
| All | +84.5% | +52.0% | +32.5% | +59.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling