+2,213.2%
STX vs UBER
+80.4%
+2,132.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.3% | +6.6% | +6.4% |
| 7D | +2.4% | -3.9% | +6.2% | +3.2% |
| 30D | +1.4% | +11.1% | -9.7% | -1.3% |
| 3M | -8.2% | +4.9% | -13.1% | -10.3% |
| 6M | +127.0% | -1.2% | +128.2% | +124.5% |
| YTD | +209.1% | -7.3% | +216.4% | +209.8% |
| 1Y | +365.4% | -17.6% | +383.1% | +378.5% |
| 3Y | +1,135.4% | +61.1% | +1,074.3% | +976.6% |
| 5Y | +991.5% | +87.9% | +903.6% | +773.9% |
| All | +2,213.2% | +80.4% | +2,132.8% | +1,731.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling