+53.4%
CLBK vs UEC
+146.8%
-93.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.1% | -1.2% |
| 7D | -1.5% | -0.2% | -1.3% | -1.5% |
| 30D | +6.7% | +1.9% | +4.7% | +6.6% |
| 3M | +21.2% | +8.9% | +12.2% | +20.7% |
| 6M | +42.0% | -14.5% | +56.4% | +42.1% |
| YTD | +63.3% | -0.7% | +63.9% | +62.1% |
| 1Y | +65.4% | -4.1% | +69.4% | +63.3% |
| All | +53.4% | +146.8% | -93.4% | +38.8% |
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 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