+140.7%
ORCL vs UBER
+66.8%
+73.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | +0.1% | -1.2% |
| 7D | -6.5% | +5.2% | -11.7% | -7.3% |
| 30D | -16.6% | -2.0% | -14.5% | -16.3% |
| 3M | -21.6% | -10.2% | -11.4% | -20.4% |
| 6M | -39.4% | -7.2% | -32.2% | -38.9% |
| YTD | -38.7% | -14.3% | -24.4% | -37.4% |
| 1Y | -50.4% | -25.6% | -24.8% | -48.3% |
| 3Y | +8.1% | +35.8% | -27.7% | +2.3% |
| 5Y | +34.5% | +61.5% | -26.9% | +20.4% |
| All | +140.7% | +66.8% | +73.9% | +119.2% |
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