+82.5%
UBER vs EXPE
+89.5%
-7.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -7.9% | +4.4% | 0.0% |
| 7D | -2.8% | -9.8% | +7.0% | +1.6% |
| 30D | -2.5% | -11.5% | +9.0% | +2.6% |
| 3M | +4.4% | +21.7% | -17.3% | -4.9% |
| 6M | -2.7% | +10.4% | -13.0% | -8.1% |
| YTD | -10.5% | -2.5% | -8.0% | -12.2% |
| 1Y | -22.5% | +27.3% | -49.8% | -34.5% |
| 3Y | +54.8% | +153.5% | -98.7% | -15.5% |
| 5Y | +82.5% | +91.1% | -8.6% | +19.8% |
| All | +82.5% | +89.5% | -7.0% | +19.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling