+1,258.5%
LLY vs UBER
+68.3%
+1,190.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | +0.3% |
| 7D | +1.4% | +1.2% | +0.2% | +1.3% |
| 30D | +21.5% | -1.1% | +22.7% | +21.6% |
| 3M | +18.5% | -10.0% | +28.5% | +19.5% |
| 6M | +49.1% | -7.2% | +56.3% | +49.8% |
| YTD | +34.4% | -13.5% | +47.9% | +35.5% |
| 1Y | +46.3% | -24.5% | +70.8% | +49.1% |
| 3Y | +145.5% | +37.0% | +108.4% | +137.9% |
| 5Y | +472.7% | +63.3% | +409.4% | +442.9% |
| All | +1,258.5% | +68.3% | +1,190.2% | +1,267.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling