+176.8%
CCJ vs UEC
+156.3%
+20.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.0% | -1.8% | -0.4% |
| 7D | +5.9% | +2.6% | +3.3% | +4.4% |
| 30D | +4.7% | +5.6% | -0.9% | +1.1% |
| 3M | -3.3% | -5.7% | +2.4% | -2.6% |
| 6M | -7.0% | -8.0% | +1.0% | -6.5% |
| YTD | +11.5% | +1.8% | +9.7% | +4.7% |
| 1Y | +32.3% | +0.6% | +31.7% | +22.1% |
| 3Y | +176.8% | +155.2% | +21.7% | +42.9% |
| All | +176.8% | +156.3% | +20.6% | +42.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling