-43.3%
ORCL vs UBER
-26.6%
-16.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -0.2% |
| 7D | +10.4% | +0.5% | +9.9% | +10.2% |
| 30D | -11.2% | -3.1% | -8.2% | -10.1% |
| 3M | -16.8% | -8.3% | -8.5% | -14.3% |
| 6M | -31.5% | -9.5% | -22.0% | -29.5% |
| YTD | -33.9% | -15.4% | -18.5% | -32.1% |
| 1Y | -43.3% | -26.1% | -17.1% | -39.3% |
| All | -43.3% | -26.6% | -16.7% | -39.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling