+75.9%
UBER vs EXPD
+174.8%
-98.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.5% | -2.0% | -2.8% |
| 7D | -2.8% | -0.9% | -1.9% | -2.4% |
| 30D | -2.5% | +4.1% | -6.6% | -4.3% |
| 3M | +4.4% | +13.8% | -9.4% | -2.0% |
| 6M | -2.7% | +27.3% | -29.9% | -13.8% |
| YTD | -10.5% | +25.4% | -35.9% | -21.1% |
| 1Y | -22.5% | +54.4% | -76.9% | -39.3% |
| 3Y | +54.8% | +67.9% | -13.1% | +13.6% |
| 5Y | +82.5% | +59.2% | +23.3% | +33.6% |
| All | +75.9% | +174.8% | -98.9% | -15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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