+481.0%
STX vs UBER
+58.6%
+422.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -32.0% |
| YTD | +98.6% | -15.4% | +114.0% | +103.0% |
| 1Y | +93.6% | -26.1% | +119.7% | +105.2% |
| 3Y | +699.1% | +34.0% | +665.1% | +608.8% |
| 5Y | +481.0% | +53.2% | +427.8% | +348.0% |
| All | +481.0% | +58.6% | +422.4% | +348.0% |
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 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