+698.5%
STX vs UBER
+35.1%
+663.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -0.7% |
| 7D | +16.8% | +0.5% | +16.4% | +16.8% |
| 30D | -27.0% | -3.1% | -24.0% | -26.6% |
| 3M | -37.9% | -8.3% | -29.6% | -36.9% |
| 6M | -32.5% | -9.5% | -23.0% | -31.9% |
| YTD | +98.6% | -15.4% | +114.0% | +103.6% |
| 1Y | +93.6% | -26.1% | +119.7% | +107.2% |
| All | +698.5% | +35.1% | +663.4% | +544.8% |
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