+3,361.5%
CLS vs UEC
+14.6%
+3,346.9%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +10.1% | -2.3% | +6.2% |
| 7D | -10.6% | +1.5% | -12.0% | -10.6% |
| 30D | -38.4% | -17.1% | -21.4% | -36.3% |
| 3M | -29.9% | -32.3% | +2.5% | -25.3% |
| 6M | -40.6% | -49.7% | +9.1% | -34.0% |
| YTD | -24.6% | -34.8% | +10.2% | -19.8% |
| 1Y | -30.8% | -37.5% | +6.7% | -25.7% |
| 3Y | +811.7% | +37.1% | +774.7% | +753.9% |
| 5Y | +1,838.4% | +44.3% | +1,794.1% | +1,592.7% |
| 10Y | +1,751.5% | +737.4% | +1,014.1% | +1,029.4% |
| All | +3,361.5% | +14.6% | +3,346.9% | +1,539.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling