+76.2%
UBER vs WCC
+228.2%
-152.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.3% | -1.5% | -2.4% |
| 7D | -7.0% | +6.8% | -13.8% | -9.1% |
| 30D | -8.9% | -3.0% | -5.9% | -8.3% |
| 3M | +1.0% | +0.2% | +0.8% | -0.6% |
| 6M | -3.7% | +33.2% | -36.9% | -15.9% |
| YTD | -13.0% | +45.8% | -58.8% | -27.4% |
| 1Y | -25.5% | +68.4% | -93.9% | -41.9% |
| 3Y | +50.5% | +131.1% | -80.7% | -6.6% |
| 5Y | +76.2% | +225.6% | -149.4% | -9.6% |
| All | +76.2% | +228.2% | -152.0% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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