+72.4%
UBER vs XME
+340.8%
-268.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -0.7% |
| 7D | -5.4% | -4.2% | -1.2% | -3.3% |
| 30D | -4.9% | -2.7% | -2.2% | -3.9% |
| 3M | +3.0% | -3.9% | +7.0% | +3.9% |
| 6M | -4.4% | -1.0% | -3.4% | -6.4% |
| YTD | -12.3% | +9.8% | -22.1% | -20.5% |
| 1Y | -24.3% | +32.5% | -56.9% | -39.4% |
| 3Y | +46.4% | +124.3% | -77.9% | -17.4% |
| 5Y | +79.7% | +165.8% | -86.1% | -12.8% |
| All | +72.4% | +340.8% | -268.4% | -51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 10y: compounded portfolio wealth divided by compounded XME 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…
10y analysis · Full analysis span regression · 6 months rolling