+133.8%
QCOM vs UBER
+80.4%
+53.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | +3.3% | -3.9% | +7.2% | +4.5% |
| 30D | +7.7% | +11.1% | -3.4% | +4.1% |
| 3M | -30.1% | +4.9% | -35.0% | -31.6% |
| 6M | +22.8% | -1.2% | +24.0% | +21.4% |
| YTD | +0.2% | -7.3% | +7.5% | +0.8% |
| 1Y | +7.9% | -17.6% | +25.5% | +12.2% |
| 3Y | +55.8% | +61.1% | -5.2% | +28.3% |
| 5Y | +30.1% | +87.9% | -57.8% | -3.4% |
| All | +133.8% | +80.4% | +53.4% | +57.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling