+199.4%
XOM vs UBER
+70.6%
+128.8%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.6% |
| 7D | +4.1% | -5.4% | +9.5% | +4.9% |
| 30D | +4.6% | -4.9% | +9.5% | +5.2% |
| 3M | +14.0% | +3.0% | +10.9% | +13.0% |
| 6M | +11.0% | -4.4% | +15.4% | +10.9% |
| YTD | +40.7% | -12.3% | +53.0% | +42.1% |
| 1Y | +52.3% | -24.3% | +76.6% | +56.9% |
| 3Y | +60.5% | +46.4% | +14.0% | +43.7% |
| 5Y | +266.4% | +79.7% | +186.7% | +200.1% |
| All | +199.4% | +70.6% | +128.8% | +127.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UBER.
Daily Out/Under-Performance
Portfolio return minus UBER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UBER 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 UBER 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