+29.3%
CLX vs UEC
+696.7%
-667.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.9% | +6.9% | +1.1% |
| 7D | +13.6% | -5.2% | +18.8% | +13.7% |
| 30D | +29.1% | -22.0% | +51.0% | +29.6% |
| 3M | +1.6% | -37.0% | +38.6% | +2.4% |
| 6M | +18.7% | -52.7% | +71.4% | +20.2% |
| YTD | +11.1% | -38.6% | +49.7% | +11.6% |
| 1Y | +7.0% | -44.6% | +51.6% | +7.6% |
| 3Y | -10.0% | +27.1% | -37.1% | -12.2% |
| 5Y | -22.6% | +37.9% | -60.5% | -25.8% |
| 10Y | +29.3% | +631.6% | -602.3% | +4.5% |
| All | +29.3% | +696.7% | -667.3% | +4.5% |
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