+295.1%
CG vs UEC
+623.0%
-327.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.2% | -1.5% |
| 7D | -3.8% | +0.6% | -4.4% | -4.0% |
| 30D | +7.5% | -18.1% | +25.6% | +10.7% |
| 3M | -14.4% | -36.9% | +22.5% | -8.3% |
| 6M | -15.7% | -56.1% | +40.4% | -5.4% |
| YTD | -29.0% | -38.1% | +9.1% | -26.1% |
| 1Y | -22.1% | -41.7% | +19.6% | -18.5% |
| 3Y | +49.1% | +28.2% | +21.0% | +28.0% |
| 5Y | -18.4% | +31.7% | -50.1% | -35.6% |
| 10Y | +295.1% | +685.9% | -390.8% | +88.5% |
| All | +295.1% | +623.0% | -327.9% | +88.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling