+216.8%
CB vs UEC
+933.9%
-717.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.0% | -4.5% | -1.6% |
| 7D | -0.6% | +2.6% | -3.2% | -0.8% |
| 30D | -3.9% | +5.6% | -9.5% | -4.3% |
| 3M | +4.9% | -5.7% | +10.6% | +4.7% |
| 6M | +3.3% | -8.0% | +11.3% | +2.7% |
| YTD | +8.5% | +1.8% | +6.7% | +6.6% |
| 1Y | +22.1% | +0.6% | +21.5% | +19.0% |
| 3Y | +70.1% | +155.2% | -85.0% | +50.1% |
| 5Y | +97.4% | +305.8% | -208.4% | +58.7% |
| 10Y | +216.8% | +943.0% | -726.2% | +105.9% |
| All | +216.8% | +933.9% | -717.1% | +105.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling