+75.9%
UBER vs WCC
+588.4%
-512.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.5% | -5.9% | -4.5% |
| 7D | -2.8% | +8.5% | -11.3% | -6.0% |
| 30D | -2.5% | -1.0% | -1.5% | -2.6% |
| 3M | +4.4% | +2.1% | +2.3% | +1.5% |
| 6M | -2.7% | +36.8% | -39.5% | -17.6% |
| YTD | -10.5% | +47.7% | -58.2% | -27.5% |
| 1Y | -22.5% | +66.5% | -89.0% | -41.1% |
| 3Y | +54.8% | +134.2% | -79.3% | -7.6% |
| 5Y | +82.5% | +231.6% | -149.1% | -13.2% |
| All | +75.9% | +588.4% | -512.5% | -56.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling