+74.5%
UBER vs O
+30.5%
+44.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +3.0% | +2.6% |
| 7D | -4.5% | -3.5% | -1.0% | -2.4% |
| 30D | -7.6% | -3.3% | -4.3% | -5.7% |
| 3M | +5.8% | -2.8% | +8.6% | +7.6% |
| 6M | +0.3% | -5.8% | +6.0% | +3.5% |
| YTD | -11.2% | +9.4% | -20.6% | -16.8% |
| 1Y | -23.0% | +5.7% | -28.7% | -26.3% |
| 3Y | +53.6% | +27.2% | +26.4% | +26.6% |
| 5Y | +81.9% | +17.2% | +64.7% | +57.4% |
| All | +74.5% | +30.5% | +44.1% | +22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 10y: compounded portfolio wealth divided by compounded O 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…
10y analysis · Full analysis span regression · 6 months rolling