-24.1%
UBER vs O
+9.0%
-33.0%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.6% | +1.0% |
| 7D | +1.6% | -0.4% | +2.0% | +1.7% |
| 30D | +0.6% | +7.1% | -6.5% | -1.1% |
| 3M | -8.2% | -5.2% | -2.9% | -7.7% |
| 6M | -6.7% | -1.8% | -4.9% | -6.3% |
| YTD | -14.7% | +9.1% | -23.8% | -20.2% |
| 1Y | -24.1% | +9.7% | -33.7% | -30.6% |
| All | -24.1% | +9.0% | -33.0% | -30.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling