+63.3%
UBER vs O
+12.7%
+50.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | +1.2% | +0.6% | +0.6% | +0.9% |
| 30D | -1.1% | +9.4% | -10.6% | -5.1% |
| 3M | -10.0% | -2.4% | -7.6% | -9.0% |
| 6M | -7.2% | -1.9% | -5.3% | -6.6% |
| YTD | -13.5% | +10.5% | -24.0% | -18.2% |
| 1Y | -24.5% | +10.0% | -34.5% | -28.4% |
| 3Y | +37.0% | +40.5% | -3.4% | +9.4% |
| 5Y | +63.3% | +10.2% | +53.1% | +55.1% |
| All | +63.3% | +12.7% | +50.6% | +55.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling