+114.8%
CSCO vs UBER
+77.3%
+37.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.8% | +3.0% | +0.5% |
| 7D | 0.0% | -7.0% | +7.0% | +0.7% |
| 30D | -10.7% | -8.9% | -1.8% | -9.9% |
| 3M | -8.7% | +1.0% | -9.7% | -9.2% |
| 6M | +44.9% | -3.7% | +48.6% | +44.6% |
| YTD | +44.1% | -13.0% | +57.1% | +45.5% |
| 1Y | +65.9% | -25.5% | +91.4% | +70.5% |
| 3Y | +109.0% | +50.5% | +58.5% | +95.1% |
| 5Y | +114.8% | +76.2% | +38.6% | +88.6% |
| All | +114.8% | +77.3% | +37.5% | +88.6% |
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 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