-48.2%
CMCSA vs UEC
+289.3%
-337.4%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -2.4% | -4.2% | -6.5% |
| 7D | -8.3% | -0.2% | -8.1% | -8.3% |
| 30D | -2.4% | +1.9% | -4.4% | -2.6% |
| 3M | +4.5% | +8.9% | -4.4% | +3.7% |
| 6M | -18.8% | -14.5% | -4.3% | -18.6% |
| YTD | -8.9% | -0.7% | -8.2% | -9.9% |
| 1Y | -18.3% | -4.1% | -14.2% | -19.6% |
| 3Y | -35.0% | +148.9% | -183.9% | -41.9% |
| 5Y | -48.2% | +300.0% | -348.2% | -57.2% |
| All | -48.2% | +289.3% | -337.4% | -57.2% |
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