+33.4%
UBER vs COST
+100.1%
-66.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.4% |
| 7D | +1.6% | +5.0% | -3.4% | 0.0% |
| 30D | +0.6% | +12.8% | -12.2% | -3.3% |
| 3M | -8.2% | +15.2% | -23.3% | -12.4% |
| 6M | -6.7% | +7.4% | -14.1% | -9.1% |
| YTD | -14.7% | +29.0% | -43.7% | -22.8% |
| 1Y | -24.1% | +20.3% | -44.4% | -29.4% |
| 3Y | +33.4% | +99.0% | -65.6% | +5.2% |
| All | +33.4% | +100.1% | -66.7% | +5.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling