+107.8%
CB vs UEC
+21.1%
+86.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.1% | +3.1% | +1.1% |
| 7D | +2.9% | -3.8% | +6.7% | +3.0% |
| 30D | +7.3% | -13.5% | +20.8% | +7.5% |
| 3M | +9.4% | -40.5% | +49.9% | +10.3% |
| 6M | +19.6% | -56.7% | +76.3% | +21.4% |
| YTD | +21.5% | -43.0% | +64.5% | +21.5% |
| 1Y | +28.0% | -42.5% | +70.5% | +27.8% |
| 3Y | +74.9% | +11.6% | +63.3% | +65.2% |
| All | +107.8% | +21.1% | +86.7% | +96.1% |
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 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