+14.1%
QCOM vs UBER
+54.5%
-40.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.8% | -3.5% | -2.9% |
| 7D | +4.3% | +1.6% | +2.7% | +3.7% |
| 30D | -0.1% | +0.6% | -0.7% | -0.3% |
| 3M | +5.2% | -8.2% | +13.4% | +7.8% |
| 6M | -18.4% | -6.7% | -11.6% | -17.7% |
| YTD | +2.4% | -14.7% | +17.1% | +5.8% |
| 1Y | +0.9% | -24.1% | +25.0% | +8.5% |
| 3Y | +48.4% | +33.4% | +15.0% | +25.3% |
| All | +14.1% | +54.5% | -40.4% | -15.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling