+35.8%
UBER vs EXPE
+126.3%
-90.5%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.1% | +0.5% | -0.9% |
| 7D | +5.2% | -11.2% | +16.4% | +8.6% |
| 30D | -2.0% | -7.5% | +5.4% | -0.3% |
| 3M | -10.2% | -19.1% | +8.8% | -5.0% |
| 6M | -7.2% | +10.7% | -17.9% | -11.2% |
| YTD | -14.3% | -9.9% | -4.4% | -13.7% |
| 1Y | -25.6% | -4.6% | -20.9% | -26.8% |
| 3Y | +35.8% | +116.8% | -81.0% | -0.9% |
| All | +35.8% | +126.3% | -90.5% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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