+189.0%
CDE vs UEC
+198.6%
-9.6%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.2% | +6.4% | +3.4% |
| 7D | -3.1% | -9.4% | +6.3% | +0.8% |
| 30D | +9.5% | -8.0% | +17.5% | +12.5% |
| 3M | +25.5% | -1.7% | +27.2% | +25.7% |
| 6M | -7.9% | -26.1% | +18.2% | +1.9% |
| YTD | +15.6% | -10.5% | +26.1% | +18.2% |
| 1Y | +34.0% | -13.3% | +47.3% | +37.5% |
| 3Y | +791.9% | +116.4% | +675.6% | +483.8% |
| All | +189.0% | +198.6% | -9.6% | +56.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling