+541.2%
CI vs UEC
+73.5%
+467.7%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.3% |
| 7D | +1.3% | -6.9% | +8.2% | +1.8% |
| 30D | +4.4% | +7.6% | -3.2% | +3.7% |
| 3M | +0.7% | -18.4% | +19.0% | +1.5% |
| 6M | +0.3% | -23.3% | +23.6% | +1.0% |
| YTD | +3.8% | -1.2% | +5.0% | +2.0% |
| 1Y | -5.5% | +2.3% | -7.8% | -8.4% |
| 3Y | +8.1% | +162.3% | -154.2% | -6.6% |
| 5Y | +42.8% | +287.2% | -244.4% | +13.4% |
| 10Y | +143.9% | +1,009.6% | -865.7% | +59.0% |
| All | +541.2% | +73.5% | +467.7% | +218.8% |
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