-16.5%
AVGO vs UBER
-7.8%
-8.6%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.8% | -5.6% | -4.7% |
| 7D | +18.2% | +1.6% | +16.6% | +18.2% |
| 30D | +0.2% | +0.6% | -0.4% | +0.4% |
| 3M | -16.8% | -8.2% | -8.6% | -17.4% |
| 6M | -16.5% | -6.7% | -9.8% | -17.7% |
| All | -16.5% | -7.8% | -8.6% | -17.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling