+67.4%
CLBK vs UEC
+616.8%
-549.4%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | 0.0% |
| 7D | +1.2% | -6.9% | +8.1% | +1.8% |
| 30D | +9.1% | +7.6% | +1.5% | +8.3% |
| 3M | +27.7% | -18.4% | +46.1% | +28.9% |
| 6M | +40.8% | -23.3% | +64.1% | +42.0% |
| YTD | +66.4% | -1.2% | +67.6% | +63.4% |
| 1Y | +72.4% | +2.3% | +70.1% | +67.0% |
| 3Y | +50.7% | +162.3% | -111.6% | +28.8% |
| 5Y | +42.9% | +287.2% | -244.3% | +8.6% |
| All | +67.4% | +616.8% | -549.4% | -6.3% |
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