+1,383.2%
STX vs UBER
+57.8%
+1,325.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -3.5% | +10.0% | +7.2% |
| 7D | +10.7% | -2.8% | +13.5% | +11.3% |
| 30D | +11.3% | -2.5% | +13.8% | +11.4% |
| 3M | +3.2% | +4.4% | -1.2% | +0.2% |
| 6M | +157.0% | -2.7% | +159.6% | +154.1% |
| YTD | +229.2% | -10.5% | +239.7% | +233.5% |
| 1Y | +381.8% | -22.5% | +404.3% | +410.1% |
| 3Y | +1,383.2% | +54.8% | +1,328.4% | +1,140.6% |
| All | +1,383.2% | +57.8% | +1,325.4% | +1,140.6% |
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