-24.1%
UBER vs XLE
+47.6%
-71.7%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +1.1% |
| 7D | +1.6% | +5.4% | -3.8% | +3.3% |
| 30D | +0.6% | -3.9% | +4.5% | -0.6% |
| 3M | -8.2% | +7.0% | -15.2% | -6.4% |
| 6M | -6.7% | +14.2% | -20.9% | -3.2% |
| YTD | -14.7% | +48.2% | -62.9% | -10.0% |
| 1Y | -24.1% | +47.7% | -71.8% | -19.5% |
| All | -24.1% | +47.6% | -71.7% | -19.5% |
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