+54.8%
UBER vs FDX
+62.0%
-7.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.6% | -0.9% | -2.7% |
| 7D | -2.8% | -3.3% | +0.5% | -1.9% |
| 30D | -2.5% | -1.4% | -1.1% | -2.2% |
| 3M | +4.4% | -4.5% | +8.9% | +5.6% |
| 6M | -2.7% | +9.4% | -12.1% | -5.6% |
| YTD | -10.5% | +36.0% | -46.5% | -18.8% |
| 1Y | -22.5% | +75.5% | -98.0% | -35.2% |
| 3Y | +54.8% | +62.8% | -8.0% | +21.5% |
| All | +54.8% | +62.0% | -7.2% | +21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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