+1,056.5%
CCJ vs UEC
+885.8%
+170.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.2% | +4.4% | +1.3% |
| 7D | -4.0% | -9.4% | +5.4% | -0.2% |
| 30D | -2.4% | -8.0% | +5.6% | +0.6% |
| 3M | -2.3% | -1.7% | -0.6% | -2.3% |
| 6M | -16.2% | -26.1% | +9.9% | -7.4% |
| YTD | +5.7% | -10.5% | +16.2% | +7.6% |
| 1Y | +21.3% | -13.3% | +34.5% | +23.6% |
| 3Y | +159.4% | +116.4% | +43.0% | +78.5% |
| 5Y | +300.7% | +225.5% | +75.1% | +123.0% |
| All | +1,056.5% | +885.8% | +170.6% | +316.0% |
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 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