+72.4%
UBER vs XLY
+106.5%
-34.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -2.2% |
| 7D | -5.4% | -1.7% | -3.7% | -3.6% |
| 30D | -4.9% | -4.2% | -0.7% | -0.4% |
| 3M | +3.0% | -2.7% | +5.7% | +5.9% |
| 6M | -4.4% | -0.6% | -3.8% | -4.4% |
| YTD | -12.3% | -5.0% | -7.3% | -8.2% |
| 1Y | -24.3% | -4.1% | -20.2% | -21.9% |
| 3Y | +46.4% | +33.6% | +12.8% | -1.3% |
| 5Y | +79.7% | +28.7% | +51.0% | +29.2% |
| All | +72.4% | +106.5% | -34.0% | -35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLY.
Daily Out/Under-Performance
Portfolio return minus XLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLY 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 XLY 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