+42.5%
UBER vs XLE
+55.1%
-12.6%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +5.1% | -12.0% | +17.1% | +6.8% |
| 30D | +0.2% | -2.7% | +3.0% | +0.1% |
| 3M | -2.7% | +6.6% | -9.2% | -4.5% |
| 6M | -13.4% | +9.5% | -22.9% | -15.6% |
| YTD | -16.1% | +40.6% | -56.6% | -25.6% |
| 1Y | -25.5% | +43.6% | -69.1% | -34.6% |
| 3Y | +42.5% | +58.1% | -15.6% | +23.9% |
| All | +42.5% | +55.1% | -12.6% | +23.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling