+52.3%
XOM vs UBER
-24.2%
+76.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.3% |
| 7D | +4.1% | -5.4% | +9.5% | +3.4% |
| 30D | +4.6% | -4.9% | +9.5% | +4.0% |
| 3M | +14.0% | +3.0% | +10.9% | +15.0% |
| 6M | +11.0% | -4.4% | +15.4% | +11.3% |
| YTD | +40.7% | -12.3% | +53.0% | +40.4% |
| 1Y | +52.3% | -24.3% | +76.6% | +51.6% |
| All | +52.3% | -24.2% | +76.5% | +51.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling