+68.5%
UBER vs EXC
+70.6%
-2.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.5% |
| 7D | +5.2% | +0.1% | +5.1% | +5.2% |
| 30D | -2.0% | +9.0% | -11.1% | -5.1% |
| 3M | -10.2% | +3.3% | -13.5% | -11.4% |
| 6M | -7.2% | +5.7% | -12.8% | -9.4% |
| YTD | -14.3% | +7.3% | -21.6% | -17.3% |
| 1Y | -25.6% | +2.9% | -28.5% | -27.0% |
| 3Y | +35.8% | +29.3% | +6.5% | +18.0% |
| 5Y | +61.5% | +40.1% | +21.4% | +31.0% |
| All | +68.5% | +70.6% | -2.1% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 10y: compounded portfolio wealth divided by compounded EXC 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…
10y analysis · Full analysis span regression · 6 months rolling