+64.9%
CLBK vs UEC
+549.1%
-484.1%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.2% | +5.1% | +0.3% |
| 7D | -1.5% | -9.4% | +8.0% | -0.7% |
| 30D | -1.0% | -8.0% | +7.0% | -0.6% |
| 3M | +22.9% | -1.7% | +24.6% | +22.5% |
| 6M | +44.2% | -26.1% | +70.4% | +45.9% |
| YTD | +64.0% | -10.5% | +74.5% | +62.2% |
| 1Y | +65.7% | -13.3% | +79.0% | +62.7% |
| 3Y | +54.1% | +116.4% | -62.3% | +34.0% |
| 5Y | +44.7% | +225.5% | -180.8% | +12.0% |
| All | +64.9% | +549.1% | -484.1% | -7.0% |
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