+74.5%
UBER vs XLC
+144.8%
-70.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.6% | +1.5% | +1.4% |
| 7D | -4.5% | -1.7% | -2.8% | -2.6% |
| 30D | -7.6% | +0.2% | -7.8% | -7.7% |
| 3M | +5.8% | +0.7% | +5.1% | +4.8% |
| 6M | +0.3% | -4.5% | +4.7% | +5.6% |
| YTD | -11.2% | -4.7% | -6.5% | -6.3% |
| 1Y | -23.0% | -1.5% | -21.5% | -21.9% |
| 3Y | +53.6% | +72.2% | -18.6% | -18.8% |
| 5Y | +81.9% | +39.3% | +42.6% | +25.5% |
| All | +74.5% | +144.8% | -70.3% | -38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLC.
Daily Out/Under-Performance
Portfolio return minus XLC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLC 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 XLC 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