+230.4%
ORCL vs UBER
+74.1%
+156.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.5% | +5.8% | +2.9% |
| 7D | +15.0% | -2.8% | +17.8% | +15.5% |
| 30D | +10.5% | -2.5% | +13.1% | +10.9% |
| 3M | -23.0% | +4.4% | -27.4% | -23.8% |
| 6M | +7.0% | -2.7% | +9.7% | +7.1% |
| YTD | -15.8% | -10.5% | -5.3% | -14.7% |
| 1Y | -31.1% | -22.5% | -8.6% | -28.7% |
| 3Y | +33.3% | +54.8% | -21.5% | +23.8% |
| 5Y | +94.3% | +82.5% | +11.8% | +71.0% |
| All | +230.4% | +74.1% | +156.2% | +198.9% |
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