+2.0%
QCOM vs UBER
-23.5%
+25.5%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.8% | -0.1% | +3.4% |
| 7D | +5.8% | +6.7% | -0.9% | +5.4% |
| 30D | -2.3% | -0.5% | -1.8% | -2.4% |
| 3M | +2.7% | -5.1% | +7.8% | +2.5% |
| 6M | -21.0% | -5.7% | -15.3% | -21.1% |
| YTD | +1.8% | -12.9% | +14.7% | +3.3% |
| All | +2.0% | -23.5% | +25.5% | +7.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling