+66.3%
UBER vs XLE
+180.8%
-114.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.5% | -3.7% | -2.9% |
| 7D | +0.5% | +4.4% | -3.9% | -1.5% |
| 30D | -3.1% | -4.3% | +1.2% | -1.6% |
| 3M | -8.3% | +6.0% | -14.3% | -11.6% |
| 6M | -9.5% | +13.2% | -22.7% | -15.9% |
| YTD | -15.4% | +46.7% | -62.1% | -32.1% |
| 1Y | -26.1% | +46.6% | -72.8% | -40.8% |
| 3Y | +34.0% | +69.6% | -35.6% | -2.4% |
| 5Y | +53.2% | +166.5% | -113.3% | -19.4% |
| All | +66.3% | +180.8% | -114.6% | -25.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling