+49.5%
UBER vs LSCC
+26.3%
+23.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +7.1% | -7.4% | -2.4% |
| 7D | +5.1% | +13.0% | -7.8% | +0.9% |
| 30D | +0.2% | -19.8% | +20.0% | +6.0% |
| 3M | -2.7% | -18.4% | +15.7% | +1.3% |
| 6M | -13.4% | -16.1% | +2.7% | -13.6% |
| YTD | -16.1% | +42.7% | -58.8% | -33.7% |
| 1Y | -25.5% | +68.0% | -93.5% | -45.1% |
| 3Y | +42.5% | +85.8% | -43.4% | -11.5% |
| All | +49.5% | +26.3% | +23.1% | -4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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