+361.3%
LRCX vs UBER
+52.0%
+309.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +2.1% | -7.7% | -6.5% |
| 7D | +1.8% | -4.5% | +6.3% | +3.5% |
| 30D | -4.3% | -7.6% | +3.3% | -1.8% |
| 3M | -7.3% | +5.8% | -13.1% | -11.8% |
| 6M | +38.6% | +0.3% | +38.3% | +34.4% |
| YTD | +74.4% | -11.2% | +85.6% | +79.2% |
| 1Y | +179.1% | -23.0% | +202.1% | +206.9% |
| All | +361.3% | +52.0% | +309.3% | +269.3% |
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