+686.9%
CNI vs UEC
+78.8%
+608.1%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.0% | -3.0% | -0.2% |
| 7D | +2.5% | +2.6% | -0.1% | +2.2% |
| 30D | -2.5% | +5.6% | -8.1% | -3.2% |
| 3M | +2.7% | -5.7% | +8.4% | +2.5% |
| 6M | +16.9% | -8.0% | +25.0% | +16.1% |
| YTD | +26.3% | +1.8% | +24.5% | +23.6% |
| 1Y | +31.1% | +0.6% | +30.5% | +27.1% |
| 3Y | +21.1% | +155.2% | -134.1% | +3.7% |
| 5Y | +11.0% | +305.8% | -294.8% | -13.8% |
| 10Y | +128.1% | +943.0% | -814.9% | +44.4% |
| All | +686.9% | +78.8% | +608.1% | +289.5% |
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