+81.2%
UBER vs O
+14.3%
+67.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.4% | -3.1% | -3.3% |
| 7D | -2.8% | -0.6% | -2.3% | -2.6% |
| 30D | -2.5% | -2.0% | -0.6% | -1.7% |
| 3M | +4.4% | +3.0% | +1.4% | +3.0% |
| 6M | -2.7% | -3.6% | +1.0% | -1.3% |
| YTD | -10.5% | +12.1% | -22.6% | -15.6% |
| 1Y | -22.5% | +8.9% | -31.4% | -26.0% |
| 3Y | +54.8% | +30.3% | +24.5% | +32.1% |
| All | +81.2% | +14.3% | +67.0% | +68.8% |
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