+90.5%
CCJ vs UEC
+0.2%
+90.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.6% | -0.9% |
| 7D | -0.8% | -3.8% | +3.0% | +0.2% |
| 30D | -13.2% | -13.5% | +0.3% | -9.7% |
| 3M | -27.6% | -40.5% | +12.8% | -16.7% |
| 6M | -38.7% | -56.7% | +18.0% | -23.6% |
| YTD | -22.7% | -43.0% | +20.3% | -10.7% |
| 1Y | -17.6% | -42.5% | +25.0% | -5.3% |
| 3Y | +62.7% | +11.6% | +51.1% | +54.6% |
| 5Y | +159.7% | +21.8% | +138.0% | +130.9% |
| 10Y | +769.3% | +623.9% | +145.4% | +368.7% |
| All | +90.5% | +0.2% | +90.3% | -16.5% |
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