+2,240.8%
CMI vs UEC
+78.8%
+2,162.0%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.0% | -2.9% | -0.2% |
| 7D | +1.9% | +2.6% | -0.7% | +1.6% |
| 30D | -12.5% | +5.6% | -18.1% | -13.3% |
| 3M | -16.2% | -5.7% | -10.5% | -16.2% |
| 6M | +4.9% | -8.0% | +12.9% | +4.6% |
| YTD | +11.1% | +1.8% | +9.3% | +9.2% |
| 1Y | +43.4% | +0.6% | +42.8% | +39.5% |
| 3Y | +154.1% | +155.2% | -1.1% | +113.2% |
| 5Y | +169.5% | +305.8% | -136.3% | +100.0% |
| 10Y | +503.8% | +943.0% | -439.2% | +244.3% |
| All | +2,240.8% | +78.8% | +2,162.0% | +916.8% |
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