+221.0%
CMCSA vs UEC
+73.5%
+147.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.6% |
| 7D | -2.1% | -6.9% | +4.8% | -1.7% |
| 30D | +7.0% | +7.6% | -0.6% | +6.4% |
| 3M | +15.1% | -18.4% | +33.5% | +15.9% |
| 6M | -15.4% | -23.3% | +7.9% | -14.8% |
| YTD | -1.9% | -1.2% | -0.7% | -3.2% |
| 1Y | -12.7% | +2.3% | -15.0% | -14.8% |
| 3Y | -31.0% | +162.3% | -193.3% | -38.4% |
| 5Y | -46.1% | +287.2% | -333.3% | -55.0% |
| 10Y | +10.8% | +1,009.6% | -998.8% | -20.5% |
| All | +221.0% | +73.5% | +147.5% | +104.2% |
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 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