+95.2%
CNC vs UEC
+885.8%
-790.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.2% | +6.7% | +2.0% |
| 7D | -0.9% | -9.4% | +8.5% | -0.2% |
| 30D | -1.0% | -8.0% | +7.0% | -0.5% |
| 3M | +4.5% | -1.7% | +6.2% | +4.2% |
| 6M | +85.2% | -26.1% | +111.4% | +87.0% |
| YTD | +61.4% | -10.5% | +71.9% | +58.8% |
| 1Y | +94.9% | -13.3% | +108.2% | +90.5% |
| 3Y | 0.0% | +116.4% | -116.4% | -15.0% |
| 5Y | +11.2% | +225.5% | -214.3% | -16.2% |
| All | +95.2% | +885.8% | -790.6% | +6.0% |
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 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