+1,266.1%
LLY vs UBER
+65.9%
+1,200.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.4% | +1.2% |
| 7D | +6.7% | +1.6% | +5.1% | +6.6% |
| 30D | +19.6% | +0.6% | +19.0% | +19.5% |
| 3M | +19.7% | -8.2% | +27.9% | +20.5% |
| 6M | +42.7% | -6.7% | +49.4% | +43.3% |
| YTD | +35.1% | -14.7% | +49.8% | +36.4% |
| 1Y | +42.2% | -24.1% | +66.3% | +44.9% |
| 3Y | +140.8% | +33.4% | +107.4% | +133.8% |
| 5Y | +480.6% | +54.5% | +426.1% | +452.7% |
| All | +1,266.1% | +65.9% | +1,200.1% | +1,276.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling