+842.7%
CB vs UEC
+4.1%
+838.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +6.8% | -8.6% | -2.1% |
| 7D | +0.2% | -10.2% | +10.5% | +0.8% |
| 30D | +9.1% | -26.9% | +36.0% | +10.7% |
| 3M | +3.4% | -35.7% | +39.1% | +5.5% |
| 6M | +14.1% | -56.1% | +70.2% | +18.1% |
| YTD | +18.0% | -40.8% | +58.8% | +19.3% |
| 1Y | +30.1% | -43.4% | +73.5% | +31.5% |
| 3Y | +71.8% | +25.4% | +46.4% | +61.0% |
| 5Y | +101.8% | +51.1% | +50.7% | +80.3% |
| 10Y | +252.1% | +695.4% | -443.3% | +160.9% |
| All | +842.7% | +4.1% | +838.7% | +575.5% |
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