+3,542.1%
CLS vs UEC
+278.7%
+3,263.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +3.0% | +2.6% | +4.8% |
| 7D | +12.8% | +2.6% | +10.2% | +12.0% |
| 30D | +3.8% | +5.6% | -1.8% | +1.7% |
| 3M | -14.6% | -5.7% | -8.9% | -14.5% |
| 6M | +32.2% | -8.0% | +40.3% | +33.1% |
| YTD | +11.6% | +1.8% | +9.8% | +8.6% |
| 1Y | +35.1% | +0.6% | +34.5% | +31.3% |
| 3Y | +1,312.5% | +155.2% | +1,157.4% | +988.0% |
| 5Y | +3,542.1% | +305.8% | +3,236.3% | +2,462.2% |
| All | +3,542.1% | +278.7% | +3,263.4% | +2,462.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling