+2,029.3%
CLS vs UEC
+631.2%
+1,398.2%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -5.9% | +10.5% | +6.0% |
| 7D | +23.5% | +4.9% | +18.6% | +21.9% |
| 30D | -28.9% | -17.5% | -11.5% | -25.4% |
| 3M | -25.2% | -40.1% | +15.0% | -16.2% |
| 6M | -32.1% | -56.1% | +24.0% | -19.0% |
| YTD | -14.1% | -41.8% | +27.7% | -4.3% |
| 1Y | -24.1% | -44.8% | +20.7% | -14.3% |
| 3Y | +897.0% | +20.6% | +876.4% | +836.1% |
| 5Y | +2,089.9% | +24.3% | +2,065.6% | +1,789.0% |
| All | +2,029.3% | +631.2% | +1,398.2% | +1,059.9% |
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