+71.0%
UBER vs COO
-12.5%
+83.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -6.2% | +3.4% | +0.9% |
| 7D | -7.0% | -9.0% | +1.9% | -1.7% |
| 30D | -8.9% | -16.8% | +7.9% | +1.6% |
| 3M | +1.0% | -7.5% | +8.5% | +5.6% |
| 6M | -3.7% | -16.3% | +12.5% | +6.2% |
| YTD | -13.0% | -22.5% | +9.5% | +0.2% |
| 1Y | -25.5% | -7.0% | -18.5% | -24.5% |
| 3Y | +50.5% | -27.5% | +77.9% | +66.3% |
| 5Y | +76.2% | -43.3% | +119.5% | +134.7% |
| All | +71.0% | -12.5% | +83.5% | +38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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