+144.6%
QCOM vs UBER
+68.3%
+76.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +1.5% |
| 7D | +2.0% | +1.2% | +0.8% | +1.6% |
| 30D | +1.2% | -1.1% | +2.4% | +1.6% |
| 3M | +9.1% | -10.0% | +19.1% | +12.3% |
| 6M | -25.0% | -7.2% | -17.8% | -24.2% |
| YTD | +4.8% | -13.5% | +18.3% | +7.5% |
| 1Y | +3.6% | -24.5% | +28.1% | +10.6% |
| 3Y | +51.5% | +37.0% | +14.4% | +31.1% |
| 5Y | +19.7% | +63.3% | -43.6% | -7.2% |
| All | +144.6% | +68.3% | +76.3% | +68.2% |
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