+72.4%
UBER vs XEL
+68.2%
+4.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -5.4% | -0.3% | -5.1% | -5.4% |
| 30D | -4.9% | -3.9% | -1.0% | -4.4% |
| 3M | +3.0% | -2.8% | +5.9% | +3.4% |
| 6M | -4.4% | -5.4% | +1.0% | -3.9% |
| YTD | -12.3% | +3.8% | -16.0% | -13.1% |
| 1Y | -24.3% | +6.8% | -31.1% | -25.3% |
| 3Y | +46.4% | +45.6% | +0.9% | +35.6% |
| 5Y | +79.7% | +30.7% | +49.0% | +69.6% |
| All | +72.4% | +68.2% | +4.2% | +55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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