+141.2%
QCOM vs UBER
+74.1%
+67.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -3.5% | +6.6% | +4.2% |
| 7D | +5.1% | -2.8% | +7.9% | +5.9% |
| 30D | +4.3% | -2.5% | +6.8% | +4.7% |
| 3M | -19.6% | +4.4% | -24.0% | -21.3% |
| 6M | +29.5% | -2.7% | +32.1% | +28.5% |
| YTD | +3.4% | -10.5% | +13.9% | +5.0% |
| 1Y | +10.9% | -22.5% | +33.4% | +17.5% |
| 3Y | +74.8% | +54.8% | +20.0% | +45.6% |
| 5Y | +36.2% | +82.5% | -46.3% | +2.0% |
| All | +141.2% | +74.1% | +67.0% | +64.3% |
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 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