+137.5%
QCOM vs UBER
+69.5%
+68.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.8% | -0.1% | +2.5% |
| 7D | +5.8% | +6.7% | -0.9% | +3.8% |
| 30D | -2.3% | -0.5% | -1.8% | -2.2% |
| 3M | +2.7% | -5.1% | +7.8% | +3.9% |
| 6M | -21.0% | -5.7% | -15.3% | -20.6% |
| YTD | +1.8% | -12.9% | +14.7% | +4.2% |
| 1Y | +2.4% | -22.6% | +25.1% | +8.6% |
| 3Y | +52.1% | +42.2% | +9.9% | +30.2% |
| 5Y | +14.6% | +56.4% | -41.7% | -10.1% |
| All | +137.5% | +69.5% | +68.1% | +63.1% |
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