+570.0%
CI vs UEC
+4.1%
+566.0%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +6.8% | -9.4% | -3.1% |
| 7D | -1.6% | -10.2% | +8.7% | -0.8% |
| 30D | +5.4% | -26.9% | +32.3% | +7.7% |
| 3M | +7.3% | -35.7% | +42.9% | +10.3% |
| 6M | +5.3% | -56.1% | +61.4% | +10.7% |
| YTD | +8.5% | -40.8% | +49.2% | +10.4% |
| 1Y | +17.1% | -43.4% | +60.5% | +19.2% |
| 3Y | +1.4% | +25.4% | -24.0% | -7.2% |
| 5Y | +50.5% | +51.1% | -0.6% | +29.3% |
| 10Y | +168.5% | +695.4% | -526.9% | +79.3% |
| All | +570.0% | +4.1% | +566.0% | +245.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling