-100.0%
SOXS vs UBER
+69.2%
-169.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.8% | +0.9% | -4.7% |
| 7D | -16.6% | -7.0% | -9.5% | -22.6% |
| 30D | -4.4% | -8.9% | +4.5% | -13.8% |
| 3M | -26.2% | +1.0% | -27.2% | -27.1% |
| 6M | -99.3% | -3.7% | -95.5% | -99.6% |
| YTD | -99.5% | -13.0% | -86.5% | -99.8% |
| 1Y | -99.8% | -25.5% | -74.2% | -99.9% |
| 3Y | -100.0% | +50.5% | -150.4% | -100.0% |
| 5Y | -100.0% | +76.2% | -176.2% | -100.0% |
| All | -100.0% | +69.2% | -169.2% | -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 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