+148.3%
CSCO vs UBER
+72.8%
+75.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.1% | -3.9% | -2.1% |
| 7D | -1.1% | -4.5% | +3.4% | -0.5% |
| 30D | -10.8% | -7.6% | -3.2% | -9.9% |
| 3M | -9.2% | +5.8% | -15.0% | -10.4% |
| 6M | +39.5% | +0.3% | +39.3% | +38.4% |
| YTD | +41.5% | -11.2% | +52.7% | +42.7% |
| 1Y | +61.0% | -23.0% | +83.9% | +65.6% |
| 3Y | +105.2% | +53.6% | +51.6% | +86.3% |
| 5Y | +113.4% | +81.9% | +31.5% | +81.6% |
| All | +148.3% | +72.8% | +75.5% | +111.5% |
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