+76.2%
UBER vs BP
+141.6%
-65.4%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.8% | -4.6% | -3.2% |
| 7D | -7.0% | +4.0% | -11.0% | -7.8% |
| 30D | -8.9% | +7.8% | -16.7% | -10.4% |
| 3M | +1.0% | +8.4% | -7.4% | -1.0% |
| 6M | -3.7% | +15.1% | -18.8% | -7.6% |
| YTD | -13.0% | +36.4% | -49.4% | -20.6% |
| 1Y | -25.5% | +40.9% | -66.4% | -32.8% |
| 3Y | +50.5% | +38.8% | +11.6% | +34.3% |
| 5Y | +76.2% | +141.1% | -64.9% | +28.9% |
| All | +76.2% | +141.6% | -65.4% | +28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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