-100.0%
SOXS vs UBER
+50.1%
-150.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.2% | -4.3% | -6.8% |
| 7D | -4.7% | -5.4% | +0.7% | -10.4% |
| 30D | +7.7% | -4.9% | +12.6% | +1.3% |
| 3M | -10.2% | +3.0% | -13.2% | -9.8% |
| 6M | -99.2% | -4.4% | -94.8% | -99.6% |
| YTD | -99.5% | -12.3% | -87.2% | -99.8% |
| 1Y | -99.8% | -24.3% | -75.5% | -99.9% |
| 3Y | -100.0% | +46.4% | -146.4% | -100.0% |
| All | -100.0% | +50.1% | -150.1% | -100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling