+321.4%
CL vs UEC
+73.5%
+247.8%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.3% | -1.7% | -1.5% |
| 7D | -2.2% | -6.9% | +4.8% | -2.0% |
| 30D | -4.8% | +7.6% | -12.5% | -5.1% |
| 3M | +4.9% | -18.4% | +23.3% | +5.3% |
| 6M | -5.7% | -23.3% | +17.6% | -5.4% |
| YTD | +14.4% | -1.2% | +15.6% | +13.5% |
| 1Y | +8.7% | +2.3% | +6.4% | +7.4% |
| 3Y | +30.0% | +162.3% | -132.3% | +22.2% |
| 5Y | +28.4% | +287.2% | -258.9% | +15.9% |
| 10Y | +50.1% | +1,009.6% | -959.5% | +22.6% |
| All | +321.4% | +73.5% | +247.8% | +216.0% |
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 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