+38.2%
CL vs UEC
+20.6%
+17.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.9% | +5.8% | -0.3% |
| 7D | -0.8% | +4.9% | -5.7% | -0.6% |
| 30D | +9.5% | -17.5% | +26.9% | +8.9% |
| 3M | +6.6% | -40.1% | +46.8% | +5.1% |
| 6M | +13.2% | -56.1% | +69.4% | +11.1% |
| YTD | +26.9% | -41.8% | +68.6% | +25.9% |
| 1Y | +27.6% | -44.8% | +72.4% | +26.7% |
| All | +38.2% | +20.6% | +17.6% | +39.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling