+63.7%
UBER vs EXC
+21.5%
+42.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.3% |
| 7D | -3.9% | +0.3% | -4.2% | -3.9% |
| 30D | +11.1% | -3.7% | +14.8% | +11.0% |
| 3M | +4.9% | -1.3% | +6.2% | +5.0% |
| 6M | -1.2% | -9.7% | +8.5% | -1.4% |
| YTD | -7.3% | +2.9% | -10.2% | -7.1% |
| 1Y | -17.6% | +4.4% | -22.0% | -17.3% |
| All | +63.7% | +21.5% | +42.3% | +66.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling