+123.8%
STX vs UBER
-24.0%
+147.8%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +4.9% | -13.0% | -7.5% |
| 7D | -20.2% | +7.0% | -27.2% | -19.4% |
| 30D | -37.2% | +0.6% | -37.8% | -36.9% |
| 3M | -34.1% | -2.9% | -31.1% | -34.1% |
| 6M | -24.5% | -5.5% | -19.0% | -24.4% |
| YTD | +102.9% | -14.5% | +117.4% | +107.3% |
| 1Y | +123.8% | -26.2% | +150.0% | +144.7% |
| All | +123.8% | -24.0% | +147.8% | +144.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling