-17.9%
CLS vs UEC
-45.1%
+27.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.1% | -3.3% | -4.4% |
| 7D | +16.3% | -3.8% | +20.0% | +18.0% |
| 30D | -25.7% | -13.5% | -12.2% | -19.9% |
| 3M | -30.9% | -40.5% | +9.6% | -13.8% |
| 6M | -35.5% | -56.7% | +21.2% | -8.3% |
| YTD | -18.7% | -43.0% | +24.3% | -5.9% |
| 1Y | -17.9% | -42.5% | +24.6% | -6.1% |
| All | -17.9% | -45.1% | +27.2% | -6.1% |
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 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