+207.5%
C vs UEC
+677.4%
-469.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.7% | +1.5% |
| 7D | -0.4% | +0.6% | -1.0% | -0.6% |
| 30D | -5.3% | -18.1% | +12.8% | -2.8% |
| 3M | -8.0% | -36.9% | +28.9% | -2.5% |
| 6M | -0.3% | -56.1% | +55.8% | +10.1% |
| YTD | +8.6% | -38.1% | +46.7% | +12.5% |
| 1Y | +25.8% | -41.7% | +67.5% | +30.7% |
| 3Y | +221.2% | +28.2% | +193.0% | +178.6% |
| 5Y | +113.6% | +31.7% | +81.9% | +69.4% |
| All | +207.5% | +677.4% | -469.9% | +45.4% |
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