+71.2%
UBER vs XLE
+170.4%
-99.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.5% | +3.2% | +3.5% |
| 7D | +6.7% | -7.9% | +14.6% | +10.6% |
| 30D | -0.5% | -4.8% | +4.3% | +1.3% |
| 3M | -5.1% | +8.4% | -13.5% | -9.5% |
| 6M | -5.7% | +12.7% | -18.3% | -12.3% |
| YTD | -12.9% | +41.3% | -54.2% | -28.8% |
| 1Y | -22.6% | +42.3% | -64.9% | -37.1% |
| 3Y | +42.2% | +65.1% | -22.9% | +4.8% |
| 5Y | +56.4% | +150.2% | -93.8% | -14.8% |
| All | +71.2% | +170.4% | -99.2% | -22.2% |
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