+626.1%
CAH vs UEC
+73.5%
+552.6%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.8% | -0.6% |
| 7D | +5.4% | -6.9% | +12.3% | +5.9% |
| 30D | +3.3% | +7.6% | -4.3% | +2.7% |
| 3M | +22.8% | -18.4% | +41.2% | +23.7% |
| 6M | +11.3% | -23.3% | +34.5% | +11.9% |
| YTD | +21.1% | -1.2% | +22.3% | +19.1% |
| 1Y | +67.2% | +2.3% | +64.9% | +62.8% |
| 3Y | +195.6% | +162.3% | +33.4% | +160.0% |
| 5Y | +413.8% | +287.2% | +126.6% | +319.9% |
| 10Y | +309.6% | +1,009.6% | -700.0% | +184.8% |
| All | +626.1% | +73.5% | +552.6% | +341.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling