+1,092.8%
STX vs UBER
+78.6%
+1,014.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.1% | -4.7% | -3.1% |
| 7D | +8.0% | -4.5% | +12.5% | +9.0% |
| 30D | +5.1% | -7.6% | +12.7% | +6.7% |
| 3M | +5.8% | +5.8% | 0.0% | +2.6% |
| 6M | +124.9% | +0.3% | +124.7% | +120.8% |
| YTD | +213.9% | -11.2% | +225.1% | +217.6% |
| 1Y | +350.4% | -23.0% | +373.4% | +372.6% |
| 3Y | +1,314.2% | +53.6% | +1,260.6% | +1,120.3% |
| 5Y | +1,092.8% | +81.9% | +1,010.9% | +819.1% |
| All | +1,092.8% | +78.6% | +1,014.2% | +819.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling