+59.8%
UBER vs XME
+108.0%
-48.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.5% |
| 7D | +1.6% | +0.3% | +1.3% | +1.5% |
| 30D | +0.6% | -6.1% | +6.7% | +3.0% |
| 3M | -8.2% | -18.6% | +10.5% | -0.3% |
| 6M | -6.7% | -23.9% | +17.2% | +3.3% |
| YTD | -14.7% | -9.3% | -5.4% | -15.4% |
| 1Y | -24.1% | +1.8% | -25.8% | -29.4% |
| 3Y | +33.4% | +93.0% | -59.6% | -17.3% |
| All | +59.8% | +108.0% | -48.2% | -12.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling