+1,325.4%
AVGO vs UBER
+72.8%
+1,252.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.1% | -3.1% | -1.6% |
| 7D | +1.0% | -4.5% | +5.5% | +2.4% |
| 30D | -13.3% | -7.6% | -5.7% | -11.4% |
| 3M | -2.9% | +5.8% | -8.6% | -5.7% |
| 6M | +5.7% | +0.3% | +5.4% | +4.0% |
| YTD | +4.6% | -11.2% | +15.8% | +6.7% |
| 1Y | -1.6% | -23.0% | +21.3% | +4.7% |
| 3Y | +336.2% | +53.6% | +282.6% | +262.0% |
| 5Y | +695.6% | +81.9% | +613.7% | +482.8% |
| All | +1,325.4% | +72.8% | +1,252.6% | +747.6% |
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