+82.5%
UBER vs EXC
+48.6%
+33.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.7% | -4.2% | -3.6% |
| 7D | -2.8% | +1.2% | -4.0% | -2.9% |
| 30D | -2.5% | -2.7% | +0.2% | -2.2% |
| 3M | +4.4% | -1.0% | +5.3% | +4.5% |
| 6M | -2.7% | -9.3% | +6.6% | -1.6% |
| YTD | -10.5% | +3.6% | -14.1% | -11.2% |
| 1Y | -22.5% | +5.9% | -28.4% | -23.3% |
| 3Y | +54.8% | +21.3% | +33.5% | +49.4% |
| 5Y | +82.5% | +46.2% | +36.3% | +78.3% |
| All | +82.5% | +48.6% | +33.9% | +78.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling