+246.7%
CB vs UEC
+696.7%
-450.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.9% | +7.5% | +1.9% |
| 7D | +0.7% | -5.2% | +5.9% | +0.9% |
| 30D | +8.2% | -22.0% | +30.2% | +9.4% |
| 3M | +6.3% | -37.0% | +43.3% | +8.5% |
| 6M | +16.2% | -52.7% | +68.9% | +19.9% |
| YTD | +19.3% | -38.6% | +58.0% | +20.1% |
| 1Y | +29.2% | -44.6% | +73.8% | +30.6% |
| 3Y | +71.4% | +27.1% | +44.3% | +57.8% |
| 5Y | +104.2% | +37.9% | +66.4% | +78.4% |
| 10Y | +246.7% | +631.6% | -385.0% | +125.2% |
| All | +246.7% | +696.7% | -450.0% | +125.2% |
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