+91.4%
ORCL vs UBER
+87.1%
+4.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.3% | +3.1% |
| 7D | +5.3% | -3.9% | +9.1% | +6.1% |
| 30D | +10.0% | +11.1% | -1.2% | +7.3% |
| 3M | -32.6% | +4.9% | -37.5% | -33.6% |
| 6M | +4.9% | -1.2% | +6.1% | +4.7% |
| YTD | -17.8% | -7.3% | -10.5% | -17.0% |
| 1Y | -28.0% | -17.6% | -10.4% | -25.8% |
| 3Y | +36.0% | +61.1% | -25.0% | +23.1% |
| All | +91.4% | +87.1% | +4.3% | +60.7% |
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