+2,313.0%
STX vs UBER
+69.2%
+2,243.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.8% | +0.8% | -1.4% |
| 7D | +9.6% | -7.0% | +16.6% | +11.2% |
| 30D | +10.6% | -8.9% | +19.5% | +12.5% |
| 3M | +4.8% | +1.0% | +3.8% | +3.1% |
| 6M | +137.3% | -3.7% | +141.0% | +135.6% |
| YTD | +222.5% | -13.0% | +235.5% | +227.3% |
| 1Y | +366.2% | -25.5% | +391.8% | +389.8% |
| 3Y | +1,352.9% | +50.5% | +1,302.4% | +1,183.9% |
| 5Y | +1,077.4% | +76.2% | +1,001.3% | +855.1% |
| All | +2,313.0% | +69.2% | +2,243.7% | +1,835.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling