+81.9%
UBER vs COST
+103.8%
-21.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | -4.5% | -2.5% | -2.0% | -3.3% |
| 30D | -7.6% | -4.4% | -3.2% | -5.6% |
| 3M | +5.8% | -8.1% | +13.8% | +10.1% |
| 6M | +0.3% | -9.2% | +9.5% | +4.5% |
| YTD | -11.2% | +5.1% | -16.3% | -14.8% |
| 1Y | -23.0% | -5.1% | -17.9% | -22.1% |
| 3Y | +53.6% | +70.4% | -16.8% | +6.4% |
| 5Y | +81.9% | +104.7% | -22.8% | +14.1% |
| All | +81.9% | +103.8% | -21.9% | +14.1% |
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