+45.0%
CBRE vs UEC
+278.7%
-233.6%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.0% | -6.8% | -4.1% |
| 7D | -1.5% | +2.6% | -4.1% | -1.8% |
| 30D | -4.0% | +5.6% | -9.6% | -4.8% |
| 3M | +8.0% | -5.7% | +13.7% | +7.7% |
| 6M | +4.0% | -8.0% | +12.0% | +3.2% |
| YTD | -11.5% | +1.8% | -13.3% | -13.6% |
| 1Y | -13.0% | +0.6% | -13.6% | -15.9% |
| 3Y | +66.9% | +155.2% | -88.3% | +37.1% |
| 5Y | +45.0% | +305.8% | -260.8% | +9.8% |
| All | +45.0% | +278.7% | -233.6% | +9.8% |
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