-19.7%
UBER vs XLP
+7.6%
-27.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.2% |
| 7D | -3.9% | -1.0% | -2.9% | -3.9% |
| 30D | +11.1% | -0.9% | +12.0% | +11.2% |
| 3M | +4.9% | +3.8% | +1.1% | +6.6% |
| 6M | -1.2% | -1.7% | +0.6% | -2.6% |
| YTD | -7.3% | +10.3% | -17.5% | -3.0% |
| All | -19.7% | +7.6% | -27.3% | -17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLP.
Daily Out/Under-Performance
Portfolio return minus XLP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLP 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 XLP 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