+62.9%
KO vs UBER
+52.0%
+10.9%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.1% | -1.8% | +0.3% |
| 7D | -1.1% | -4.5% | +3.4% | -1.1% |
| 30D | +1.6% | -7.6% | +9.2% | +1.6% |
| 3M | +5.8% | +5.8% | 0.0% | +5.9% |
| 6M | +14.3% | +0.3% | +14.0% | +14.4% |
| YTD | +27.3% | -11.2% | +38.5% | +27.2% |
| 1Y | +33.2% | -23.0% | +56.2% | +32.9% |
| All | +62.9% | +52.0% | +10.9% | +51.9% |
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