+171.3%
CCJ vs UEC
+73.5%
+97.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.1% | 0.0% |
| 7D | +0.7% | -6.9% | +7.7% | +2.7% |
| 30D | +6.9% | +7.6% | -0.8% | +4.6% |
| 3M | -11.6% | -18.4% | +6.7% | -7.2% |
| 6M | -16.2% | -23.3% | +7.1% | -10.8% |
| YTD | +10.1% | -1.2% | +11.3% | +9.4% |
| 1Y | +32.3% | +2.3% | +30.0% | +29.6% |
| 3Y | +171.3% | +162.3% | +9.0% | +105.4% |
| 5Y | +372.4% | +287.2% | +85.1% | +217.1% |
| 10Y | +1,070.0% | +1,009.6% | +60.4% | +452.2% |
| All | +171.3% | +73.5% | +97.8% | +2.2% |
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