+3,038.3%
CLS vs UEC
+908.7%
+2,129.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.4% | +3.5% | +1.6% |
| 7D | +20.1% | -0.2% | +20.3% | +20.1% |
| 30D | +6.0% | +1.9% | +4.1% | +5.1% |
| 3M | -10.3% | +8.9% | -19.2% | -12.7% |
| 6M | +24.5% | -14.5% | +39.0% | +27.3% |
| YTD | +12.9% | -0.7% | +13.5% | +11.2% |
| 1Y | +36.7% | -4.1% | +40.7% | +35.2% |
| 3Y | +1,328.1% | +148.9% | +1,179.2% | +1,049.4% |
| 5Y | +3,682.3% | +300.0% | +3,382.3% | +2,487.2% |
| 10Y | +3,038.3% | +994.3% | +2,043.9% | +1,508.1% |
| All | +3,038.3% | +908.7% | +2,129.6% | +1,508.1% |
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