-26.2%
UBER vs COST
+12.8%
-39.0%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.7% | +2.2% | +4.4% |
| 7D | +7.0% | +6.6% | +0.4% | +5.8% |
| 30D | +0.6% | +13.5% | -12.9% | -1.5% |
| 3M | -2.9% | +10.6% | -13.5% | -4.7% |
| 6M | -5.5% | +3.6% | -9.1% | -6.9% |
| YTD | -14.5% | +22.1% | -36.6% | -20.3% |
| 1Y | -26.2% | +11.9% | -38.1% | -29.2% |
| All | -26.2% | +12.8% | -39.0% | -29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COST.
Daily Out/Under-Performance
Portfolio return minus COST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COST 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 1y: compounded portfolio wealth divided by compounded COST 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…
1y analysis · Full analysis span regression · 6 months rolling