+109.8%
AAPL vs UBER
+77.3%
+32.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.5% | +0.3% |
| 7D | -3.0% | -7.0% | +4.1% | -1.4% |
| 30D | +2.3% | -8.9% | +11.2% | +4.3% |
| 3M | +8.6% | +1.0% | +7.6% | +7.9% |
| 6M | +21.6% | -3.7% | +25.3% | +21.6% |
| YTD | +16.3% | -13.0% | +29.3% | +18.7% |
| 1Y | +35.1% | -25.5% | +60.6% | +42.4% |
| 3Y | +79.4% | +50.5% | +28.9% | +55.2% |
| 5Y | +109.8% | +76.2% | +33.7% | +62.2% |
| All | +109.8% | +77.3% | +32.6% | +62.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling