UBER
Uber Technologies Inc
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
UBER Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | Full History | |||
|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | -1.46% | -6.24% | -11.84% | 6.28% | -12.38% | 9.91% |
| Sharpe Ratio | -0.05 | -0.20 | -0.44 | 0.14 | -0.45 | 0.21 |
| Max Drawdown | -28.88% | -30.89% | -51.65% | -62.75% | -51.65% | -57.69% |
| % Time Invested | 86.9% | 100.0% | 54.5% | 100.0% | 57.1% | 100.0% |
| Trades / Year | 2.0 | 0.0 | 3.2 | 0.0 | 3.4 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-03-02 | Open | Open | 100% | $73.50 | $74.47 | 1.32% | Mark-to-Market |
| 2026-02-05 | 2026-03-02 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2025-12-16 | 2026-02-05 | Completed | 100% | $81.75 | $73.26 | -10.38% | Stop |
| 2025-11-21 | 2025-12-16 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2025-04-30 | 2025-11-21 | Completed | 100% | $77.77 | $83.97 | 7.97% | Stop |
| 2025-04-07 | 2025-04-30 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-01-07 | 2025-04-07 | Completed | 100% | $68.49 | $62.52 | -8.72% | Stop |
| 2024-12-12 | 2025-01-07 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2024-11-25 | 2024-12-12 | Completed | 100% | $72.60 | $63.17 | -13.00% | Stop |
| 2024-11-01 | 2024-11-25 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-08-22 | 2024-11-01 | Completed | 100% | $73.55 | $73.94 | 0.53% | Stop |
| 2024-07-31 | 2024-08-22 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2024-05-14 | 2024-07-31 | Completed | 100% | $65.85 | $63.88 | -2.99% | Stop |
| 2024-04-22 | 2024-05-14 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2023-11-20 | 2024-04-22 | Completed | 100% | $53.83 | $70.48 | 30.93% | Stop |
| 2023-10-27 | 2023-11-20 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2023-08-01 | 2023-10-27 | Completed | 100% | $48.67 | $41.21 | -15.33% | Stop |
| 2023-02-13 | 2023-08-01 | Interest | 100% | $1.00 | $1.02 | 1.68% | Interest Income |
| 2023-02-09 | 2023-02-13 | Completed | 100% | $36.89 | $34.50 | -6.48% | Stop |
| 2022-08-09 | 2023-02-09 | Interest | 100% | $1.00 | $1.02 | 1.80% | Interest Income |
| 2022-08-05 | 2022-08-09 | Completed | 100% | $31.20 | $31.37 | 0.54% | Signal |
| 2022-05-09 | 2022-08-05 | Interest | 100% | $1.00 | $1.01 | 0.71% | Interest Income |
| 2022-05-03 | 2022-05-09 | Completed | 100% | $30.15 | $25.41 | -15.72% | Stop |
| 2022-04-08 | 2022-05-03 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-03-21 | 2022-04-08 | Completed | 100% | $32.82 | $31.92 | -2.74% | Stop |
| 2022-02-25 | 2022-03-21 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2022-02-11 | 2022-02-25 | Completed | 100% | $37.96 | $34.84 | -8.22% | Stop |
| 2022-01-20 | 2022-02-11 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2021-12-21 | 2022-01-20 | Completed | 100% | $39.82 | $38.29 | -3.84% | Stop |
| 2021-11-29 | 2021-12-21 | Interest | 100% | $1.00 | $1.00 | 0.09% | Interest Income |
| 2021-09-14 | 2021-11-29 | Completed | 100% | $39.90 | $41.06 | 2.91% | Stop |
| 2021-08-20 | 2021-09-14 | Interest | 100% | $1.00 | $1.00 | 0.08% | Interest Income |
| 2021-07-26 | 2021-08-20 | Completed | 100% | $47.04 | $39.69 | -15.63% | Stop |
| 2021-07-22 | 2021-07-26 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
