+65.0%
UBER vs EXPD
+172.8%
-107.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | +0.7% |
| 7D | +5.1% | -7.2% | +12.3% | +8.4% |
| 30D | +0.2% | -3.3% | +3.5% | +1.5% |
| 3M | -2.7% | +3.4% | -6.1% | -4.5% |
| 6M | -13.4% | +22.7% | -36.1% | -21.7% |
| YTD | -16.1% | +24.5% | -40.6% | -26.0% |
| 1Y | -25.5% | +38.6% | -64.2% | -38.0% |
| 3Y | +42.5% | +71.5% | -29.0% | +2.8% |
| 5Y | +45.3% | +56.2% | -10.9% | +7.6% |
| All | +65.0% | +172.8% | -107.8% | -20.7% |
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