+42.7%
ORCL vs UBER
+54.5%
-11.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.2% | -1.6% |
| 7D | +8.0% | +1.6% | +6.4% | +7.6% |
| 30D | -4.0% | +0.6% | -4.6% | -4.2% |
| 3M | -19.5% | -8.2% | -11.3% | -18.1% |
| 6M | -33.5% | -6.7% | -26.8% | -32.8% |
| YTD | -34.8% | -14.7% | -20.1% | -33.1% |
| 1Y | -41.6% | -24.1% | -17.5% | -38.7% |
| 3Y | +13.8% | +33.4% | -19.6% | +6.1% |
| All | +42.7% | +54.5% | -11.8% | +23.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling