+108.5%
CSCO vs UBER
+57.8%
+50.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.5% | +3.4% | +0.3% |
| 7D | -0.5% | -2.8% | +2.3% | -0.2% |
| 30D | -10.1% | -2.5% | -7.6% | -10.0% |
| 3M | -11.7% | +4.4% | -16.1% | -12.6% |
| 6M | +40.1% | -2.7% | +42.8% | +39.7% |
| YTD | +43.8% | -10.5% | +54.3% | +45.0% |
| 1Y | +66.6% | -22.5% | +89.1% | +71.6% |
| 3Y | +108.5% | +54.8% | +53.7% | +84.9% |
| All | +108.5% | +57.8% | +50.7% | +84.9% |
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