+246.7%
CB vs UEC
+623.0%
-376.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.3% |
| 7D | -1.0% | +0.6% | -1.6% | -1.1% |
| 30D | +7.3% | -18.1% | +25.4% | +8.3% |
| 3M | +7.0% | -36.9% | +43.9% | +9.3% |
| 6M | +16.3% | -56.1% | +72.4% | +20.7% |
| YTD | +19.7% | -38.1% | +57.8% | +20.5% |
| 1Y | +27.8% | -41.7% | +69.5% | +28.8% |
| 3Y | +72.0% | +28.2% | +43.8% | +58.2% |
| 5Y | +104.9% | +31.7% | +73.2% | +79.7% |
| 10Y | +246.7% | +685.9% | -439.1% | +124.1% |
| All | +246.7% | +623.0% | -376.3% | +124.1% |
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