+140.4%
CI vs UEC
+933.9%
-793.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.0% | -4.9% | -2.1% |
| 7D | -2.0% | +2.6% | -4.6% | -2.2% |
| 30D | -1.8% | +5.6% | -7.4% | -2.5% |
| 3M | -4.2% | -5.7% | +1.5% | -4.4% |
| 6M | +2.7% | -8.0% | +10.7% | +1.9% |
| YTD | +1.9% | +1.8% | +0.1% | -0.3% |
| 1Y | -6.3% | +0.6% | -6.8% | -9.3% |
| 3Y | +3.9% | +155.2% | -151.3% | -12.4% |
| 5Y | +41.9% | +305.8% | -263.9% | +6.3% |
| 10Y | +140.4% | +943.0% | -802.6% | +37.2% |
| All | +140.4% | +933.9% | -793.5% | +37.2% |
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