+59.8%
UBER vs COST
+125.1%
-65.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.2% |
| 7D | +1.6% | +5.0% | -3.4% | -0.8% |
| 30D | +0.6% | +12.8% | -12.2% | -5.2% |
| 3M | -8.2% | +15.2% | -23.3% | -14.5% |
| 6M | -6.7% | +7.4% | -14.1% | -10.3% |
| YTD | -14.7% | +29.0% | -43.7% | -26.1% |
| 1Y | -24.1% | +20.3% | -44.4% | -31.7% |
| 3Y | +33.4% | +99.0% | -65.6% | -14.5% |
| All | +59.8% | +125.1% | -65.3% | -8.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling