+962.6%
LLY vs UBER
+69.2%
+893.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.8% | +2.8% | +0.3% |
| 7D | -3.1% | -7.0% | +3.9% | -2.5% |
| 30D | -8.6% | -8.9% | +0.3% | -7.9% |
| 3M | -1.6% | +1.0% | -2.6% | -1.8% |
| 6M | +11.8% | -3.7% | +15.6% | +11.9% |
| YTD | +5.1% | -13.0% | +18.1% | +6.0% |
| 1Y | +50.7% | -25.5% | +76.2% | +53.7% |
| 3Y | +95.7% | +50.5% | +45.2% | +88.5% |
| 5Y | +390.2% | +76.2% | +314.0% | +361.3% |
| All | +962.6% | +69.2% | +893.4% | +969.4% |
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