+34.0%
CDE vs UEC
-16.4%
+50.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.2% | +6.4% | +4.0% |
| 7D | -3.1% | -9.4% | +6.3% | +1.9% |
| 30D | +9.5% | -8.0% | +17.5% | +13.2% |
| 3M | +25.5% | -1.7% | +27.2% | +25.2% |
| 6M | -7.9% | -26.1% | +18.2% | +3.6% |
| YTD | +15.6% | -10.5% | +26.1% | +19.5% |
| 1Y | +34.0% | -13.3% | +47.3% | +45.9% |
| All | +34.0% | -16.4% | +50.4% | +45.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling