+101.1%
GOOGL vs UBER
+54.5%
+46.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.2% |
| 7D | +3.9% | +1.6% | +2.3% | +3.4% |
| 30D | -14.9% | +0.6% | -15.5% | -15.1% |
| 3M | -14.6% | -8.2% | -6.4% | -12.8% |
| 6M | -26.4% | -6.7% | -19.7% | -25.6% |
| YTD | -5.3% | -14.7% | +9.4% | -2.4% |
| 1Y | +6.5% | -24.1% | +30.5% | +12.9% |
| 3Y | +126.0% | +33.4% | +92.6% | +97.8% |
| All | +101.1% | +54.5% | +46.6% | +52.7% |
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