-43.0%
LITE vs UBER
-11.5%
-31.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.3% | +5.9% | +5.5% |
| 7D | -35.9% | +5.1% | -41.1% | -34.0% |
| 30D | -51.5% | +0.2% | -51.7% | -50.8% |
| 3M | -35.7% | -2.7% | -33.1% | -37.0% |
| 6M | -43.0% | -13.4% | -29.6% | -44.5% |
| All | -43.0% | -11.5% | -31.5% | -44.5% |
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