+67.6%
UBER vs EXC
+73.3%
-5.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.5% | +0.3% |
| 7D | +1.6% | +1.4% | +0.2% | +1.1% |
| 30D | +0.6% | +8.6% | -8.0% | -2.4% |
| 3M | -8.2% | +2.4% | -10.5% | -9.1% |
| 6M | -6.7% | +6.5% | -13.2% | -9.2% |
| YTD | -14.7% | +9.0% | -23.8% | -18.2% |
| 1Y | -24.1% | +4.6% | -28.7% | -26.0% |
| 3Y | +33.4% | +33.5% | -0.1% | +14.4% |
| 5Y | +54.5% | +41.4% | +13.1% | +25.0% |
| All | +67.6% | +73.3% | -5.7% | +22.5% |
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