+28.8%
CFG vs UEC
-42.8%
+71.5%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | +0.8% |
| 7D | -0.8% | +0.6% | -1.3% | -0.9% |
| 30D | +3.1% | -18.1% | +21.3% | +4.5% |
| 3M | -9.7% | -36.9% | +27.2% | -7.0% |
| 6M | +6.7% | -56.1% | +62.8% | +13.4% |
| YTD | +15.2% | -38.1% | +53.3% | +18.0% |
| 1Y | +28.8% | -41.7% | +70.5% | +32.1% |
| All | +28.8% | -42.8% | +71.5% | +32.1% |
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