+355.1%
CNP vs UEC
+73.5%
+281.6%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.0% | -0.8% |
| 7D | +1.1% | -6.9% | +8.0% | +1.6% |
| 30D | -1.8% | +7.6% | -9.5% | -2.5% |
| 3M | -4.6% | -18.4% | +13.7% | -4.0% |
| 6M | -8.8% | -23.3% | +14.4% | -8.3% |
| YTD | +5.2% | -1.2% | +6.4% | +3.6% |
| 1Y | +8.3% | +2.3% | +6.0% | +5.7% |
| 3Y | +54.9% | +162.3% | -107.4% | +37.6% |
| 5Y | +73.5% | +287.2% | -213.7% | +43.6% |
| 10Y | +139.1% | +1,009.6% | -870.5% | +67.7% |
| All | +355.1% | +73.5% | +281.6% | +194.8% |
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