-24.4%
UBER vs XLE
+41.9%
-66.3%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.5% | +3.2% | +3.9% |
| 7D | +6.7% | -7.9% | +14.6% | +3.9% |
| 30D | -0.5% | -4.8% | +4.3% | -2.1% |
| 3M | -5.1% | +8.4% | -13.5% | -3.3% |
| 6M | -5.7% | +12.7% | -18.3% | -2.4% |
| YTD | -12.9% | +41.3% | -54.2% | -9.3% |
| All | -24.4% | +41.9% | -66.3% | -21.3% |
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