+222.8%
ORCL vs UBER
+80.4%
+142.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.3% | +3.1% |
| 7D | +5.3% | -3.9% | +9.1% | +6.0% |
| 30D | +10.0% | +11.1% | -1.2% | +7.9% |
| 3M | -32.6% | +4.9% | -37.5% | -33.3% |
| 6M | +4.9% | -1.2% | +6.1% | +4.8% |
| YTD | -17.8% | -7.3% | -10.5% | -17.1% |
| 1Y | -28.0% | -17.6% | -10.4% | -26.2% |
| 3Y | +36.0% | +61.1% | -25.0% | +25.5% |
| 5Y | +88.7% | +87.9% | +0.8% | +65.2% |
| All | +222.8% | +80.4% | +142.4% | +190.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling