+220.1%
C vs UEC
+765.9%
-545.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +10.1% | -7.7% | +1.0% |
| 7D | -0.9% | +1.5% | -2.4% | -1.2% |
| 30D | -5.4% | -17.1% | +11.7% | -3.1% |
| 3M | -9.2% | -32.3% | +23.2% | -4.7% |
| 6M | -1.8% | -49.7% | +47.9% | +6.3% |
| YTD | +6.7% | -34.8% | +41.4% | +9.6% |
| 1Y | +23.5% | -37.5% | +61.1% | +27.1% |
| 3Y | +219.8% | +37.1% | +182.7% | +174.6% |
| 5Y | +112.4% | +44.3% | +68.1% | +66.0% |
| 10Y | +220.1% | +737.4% | -517.3% | +45.5% |
| All | +220.1% | +765.9% | -545.8% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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