-29.6%
CLS vs UEC
-46.3%
+16.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | -4.9% | -4.2% | -6.7% |
| 7D | -21.1% | -13.8% | -7.4% | -15.0% |
| 30D | -38.2% | -23.1% | -15.1% | -29.9% |
| 3M | -36.3% | -31.5% | -4.8% | -25.3% |
| 6M | -43.8% | -51.5% | +7.7% | -23.8% |
| YTD | -20.0% | -38.4% | +18.4% | -12.3% |
| 1Y | -29.6% | -44.7% | +15.1% | -17.3% |
| All | -29.6% | -46.3% | +16.7% | -17.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling