+1,117.3%
SOXL vs UBER
+69.2%
+1,048.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.8% | +4.9% | +4.9% |
| 7D | +18.4% | -7.0% | +25.4% | +26.7% |
| 30D | -3.2% | -8.9% | +5.7% | +4.0% |
| 3M | -37.6% | +1.0% | -38.6% | -42.8% |
| 6M | +136.1% | -3.7% | +139.8% | +126.4% |
| YTD | +199.5% | -13.0% | +212.5% | +216.5% |
| 1Y | +363.2% | -25.5% | +388.8% | +484.8% |
| 3Y | +496.5% | +50.5% | +446.0% | +306.7% |
| 5Y | +184.8% | +76.2% | +108.7% | +74.5% |
| All | +1,117.3% | +69.2% | +1,048.1% | +744.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UBER.
Daily Out/Under-Performance
Portfolio return minus UBER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UBER 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 UBER 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