+144.4%
ORCL vs UBER
+69.5%
+74.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.8% | -0.6% | +2.6% |
| 7D | +0.5% | +6.7% | -6.2% | -0.6% |
| 30D | -15.3% | -0.5% | -14.8% | -15.2% |
| 3M | -18.2% | -5.1% | -13.1% | -17.7% |
| 6M | -38.4% | -5.7% | -32.8% | -38.1% |
| YTD | -37.7% | -12.9% | -24.8% | -36.6% |
| 1Y | -49.3% | -22.6% | -26.6% | -47.4% |
| 3Y | +10.6% | +42.2% | -31.6% | +4.0% |
| 5Y | +35.5% | +56.4% | -20.9% | +21.6% |
| All | +144.4% | +69.5% | +74.9% | +122.0% |
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