+3.5%
CSCO vs UBER
-9.3%
+12.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.2% | +3.4% | +1.0% |
| 7D | +6.6% | +0.5% | +6.1% | +6.6% |
| 30D | -11.3% | -3.1% | -8.3% | -11.7% |
| 3M | -17.3% | -8.3% | -9.1% | -18.3% |
| 6M | +3.5% | -9.5% | +13.0% | +4.6% |
| All | +3.5% | -9.3% | +12.8% | +4.6% |
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 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