-26.2%
UBER vs XLE
+50.1%
-76.3%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -4.7% | +9.6% | +3.3% |
| 7D | +7.0% | -7.2% | +14.2% | +4.7% |
| 30D | +0.6% | +0.1% | +0.5% | +0.4% |
| 3M | -2.9% | +9.2% | -12.1% | -0.9% |
| 6M | -5.5% | +8.4% | -13.9% | -3.8% |
| YTD | -14.5% | +44.9% | -59.4% | -10.7% |
| 1Y | -26.2% | +49.9% | -76.1% | -25.0% |
| All | -26.2% | +50.1% | -76.3% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLE.
Daily Out/Under-Performance
Portfolio return minus XLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLE 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 1y: compounded portfolio wealth divided by compounded XLE 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…
1y analysis · Full analysis span regression · 6 months rolling