+54.8%
UBER vs COO
-23.3%
+78.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.7% | -0.7% | -2.7% |
| 7D | -2.8% | -2.3% | -0.5% | -2.2% |
| 30D | -2.5% | -8.8% | +6.3% | 0.0% |
| 3M | +4.4% | +1.3% | +3.0% | +4.1% |
| 6M | -2.7% | -11.6% | +8.9% | +0.7% |
| YTD | -10.5% | -17.4% | +6.9% | -5.9% |
| 1Y | -22.5% | -1.6% | -20.9% | -22.9% |
| 3Y | +54.8% | -22.6% | +77.4% | +65.0% |
| All | +54.8% | -23.3% | +78.1% | +65.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling