+150.3%
CI vs UEC
+696.7%
-546.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -5.9% | +8.5% | +3.0% |
| 7D | +2.6% | -5.2% | +7.8% | +2.9% |
| 30D | +7.3% | -22.0% | +29.3% | +9.1% |
| 3M | +9.5% | -37.0% | +46.5% | +12.9% |
| 6M | +6.4% | -52.7% | +59.1% | +11.4% |
| YTD | +12.0% | -38.6% | +50.6% | +13.6% |
| 1Y | +20.1% | -44.6% | +64.7% | +22.4% |
| 3Y | +9.6% | +27.1% | -17.6% | -1.9% |
| 5Y | +52.7% | +37.9% | +14.8% | +27.5% |
| 10Y | +150.3% | +631.6% | -481.4% | +47.0% |
| All | +150.3% | +696.7% | -546.4% | +47.0% |
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