+34.8%
CF vs UEC
-46.3%
+81.2%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.9% | +0.5% | -4.6% |
| 7D | -6.9% | -13.8% | +6.9% | -7.4% |
| 30D | -3.7% | -23.1% | +19.4% | -4.6% |
| 3M | -5.0% | -31.5% | +26.6% | -6.1% |
| 6M | -10.5% | -51.5% | +41.0% | -11.2% |
| YTD | +46.5% | -38.4% | +85.0% | +40.4% |
| 1Y | +34.8% | -44.7% | +79.5% | +30.1% |
| All | +34.8% | -46.3% | +81.2% | +30.1% |
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