+180.8%
CEG vs UEC
+151.4%
+29.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.3% | +4.6% | +4.8% |
| 7D | +8.0% | -6.9% | +15.0% | +9.9% |
| 30D | +12.9% | +7.6% | +5.3% | +10.3% |
| 3M | +13.2% | -18.4% | +31.6% | +17.1% |
| 6M | -7.0% | -23.3% | +16.3% | -3.9% |
| YTD | -15.0% | -1.2% | -13.8% | -19.5% |
| 1Y | -2.7% | +2.3% | -5.0% | -10.6% |
| All | +180.8% | +151.4% | +29.4% | +95.9% |
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