+196.2%
XOM vs UBER
+69.2%
+127.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.8% | +5.0% | +2.6% |
| 7D | 0.0% | -7.0% | +7.1% | +1.1% |
| 30D | +3.4% | -8.9% | +12.4% | +4.7% |
| 3M | +11.0% | +1.0% | +10.0% | +10.3% |
| 6M | +10.6% | -3.7% | +14.4% | +10.4% |
| YTD | +39.2% | -13.0% | +52.2% | +40.7% |
| 1Y | +52.7% | -25.5% | +78.3% | +57.8% |
| 3Y | +56.8% | +50.5% | +6.3% | +39.7% |
| 5Y | +261.8% | +76.2% | +185.6% | +197.6% |
| All | +196.2% | +69.2% | +127.0% | +125.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling