+18.0%
CNI vs UEC
+134.5%
-116.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.0% | +4.4% | -0.3% |
| 7D | -1.1% | -4.3% | +3.2% | -0.9% |
| 30D | -3.5% | -3.8% | +0.3% | -3.4% |
| 3M | +2.2% | +17.0% | -14.8% | +0.9% |
| 6M | +15.1% | -23.9% | +39.0% | +16.1% |
| YTD | +24.7% | -5.7% | +30.3% | +23.4% |
| 1Y | +33.4% | -12.5% | +45.9% | +31.6% |
| All | +18.0% | +134.5% | -116.5% | 0.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling