+132.5%
GOOGL vs UBER
+77.3%
+55.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.8% | +0.5% | -1.6% |
| 7D | -1.9% | -7.0% | +5.2% | 0.0% |
| 30D | -7.5% | -8.9% | +1.5% | -5.3% |
| 3M | -9.2% | +1.0% | -10.2% | -9.9% |
| 6M | +8.1% | -3.7% | +11.8% | +8.3% |
| YTD | +5.8% | -13.0% | +18.9% | +8.7% |
| 1Y | +38.3% | -25.5% | +63.9% | +47.4% |
| 3Y | +144.8% | +50.5% | +94.3% | +108.1% |
| 5Y | +132.5% | +76.2% | +56.4% | +73.1% |
| All | +132.5% | +77.3% | +55.3% | +73.1% |
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