+39.4%
CFG vs UEC
+5.5%
+33.9%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.0% | -4.1% | -1.3% |
| 7D | +2.7% | +2.6% | +0.1% | +2.5% |
| 30D | -3.7% | +5.6% | -9.3% | -4.1% |
| 3M | +9.5% | -5.7% | +15.2% | +9.4% |
| 6M | +22.2% | -8.0% | +30.3% | +21.9% |
| YTD | +22.3% | +1.8% | +20.5% | +22.8% |
| 1Y | +39.4% | +0.6% | +38.9% | +42.4% |
| All | +39.4% | +5.5% | +33.9% | +42.4% |
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