+81.9%
UBER vs XEL
+27.8%
+54.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.0% | +3.1% | +2.1% |
| 7D | -4.5% | -1.2% | -3.3% | -4.4% |
| 30D | -7.6% | -2.9% | -4.7% | -7.5% |
| 3M | +5.8% | -2.7% | +8.5% | +5.9% |
| 6M | +0.3% | -6.5% | +6.8% | +0.5% |
| YTD | -11.2% | +3.6% | -14.8% | -11.5% |
| 1Y | -23.0% | +7.5% | -30.5% | -23.4% |
| 3Y | +53.6% | +46.3% | +7.3% | +48.6% |
| 5Y | +81.9% | +30.5% | +51.4% | +88.7% |
| All | +81.9% | +27.8% | +54.1% | +88.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling