+82.5%
UBER vs XLE
+219.7%
-137.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.6% | -3.7% |
| 7D | -2.8% | 0.0% | -2.8% | -2.8% |
| 30D | -2.5% | +12.6% | -15.2% | -5.5% |
| 3M | +4.4% | +11.8% | -7.5% | +1.2% |
| 6M | -2.7% | +16.1% | -18.7% | -7.1% |
| YTD | -10.5% | +46.9% | -57.4% | -20.9% |
| 1Y | -22.5% | +53.3% | -75.8% | -32.5% |
| 3Y | +54.8% | +54.9% | -0.1% | +32.9% |
| 5Y | +82.5% | +225.7% | -143.2% | +26.6% |
| All | +82.5% | +219.7% | -137.2% | +26.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling