-6.8%
CBRE vs UEC
-46.3%
+39.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -4.9% | +9.0% | +4.5% |
| 7D | +14.1% | -13.8% | +27.9% | +15.3% |
| 30D | +9.0% | -23.1% | +32.2% | +11.1% |
| 3M | -6.6% | -31.5% | +24.9% | -4.4% |
| 6M | +0.8% | -51.5% | +52.2% | +6.1% |
| YTD | -12.2% | -38.4% | +26.2% | -10.1% |
| 1Y | -6.8% | -44.7% | +37.9% | -4.0% |
| All | -6.8% | -46.3% | +39.5% | -4.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling