+402.2%
CAH vs UEC
+289.3%
+112.9%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | -0.1% |
| 7D | -2.2% | -0.2% | -2.1% | -2.2% |
| 30D | +1.2% | +1.9% | -0.7% | +1.0% |
| 3M | +13.1% | +8.9% | +4.2% | +12.4% |
| 6M | +8.5% | -14.5% | +22.9% | +8.3% |
| YTD | +17.6% | -0.7% | +18.3% | +16.2% |
| 1Y | +60.7% | -4.1% | +64.7% | +57.9% |
| 3Y | +183.2% | +148.9% | +34.2% | +152.6% |
| 5Y | +402.2% | +300.0% | +102.2% | +326.0% |
| All | +402.2% | +289.3% | +112.9% | +326.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling