+71.0%
UBER vs XLK
+430.8%
-359.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | -7.0% | +2.3% | -9.3% | -8.8% |
| 30D | -8.9% | +0.8% | -9.7% | -10.0% |
| 3M | +1.0% | +4.1% | -3.1% | -4.5% |
| 6M | -3.7% | +34.8% | -38.5% | -28.9% |
| YTD | -13.0% | +30.8% | -43.8% | -34.3% |
| 1Y | -25.5% | +42.4% | -67.9% | -48.2% |
| 3Y | +50.5% | +121.8% | -71.3% | -33.3% |
| 5Y | +76.2% | +146.6% | -70.5% | -28.9% |
| All | +71.0% | +430.8% | -359.9% | -67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 all: compounded portfolio wealth divided by compounded XLK 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…
all analysis · Full analysis span regression · 6 months rolling