+191.7%
COP vs UEC
+278.7%
-87.0%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.0% | -2.5% | +0.3% |
| 7D | -0.8% | +2.6% | -3.4% | -1.1% |
| 30D | +15.6% | +5.6% | +10.0% | +14.6% |
| 3M | +14.3% | -5.7% | +20.1% | +14.0% |
| 6M | +17.0% | -8.0% | +25.0% | +15.3% |
| YTD | +47.4% | +1.8% | +45.6% | +42.1% |
| 1Y | +52.4% | +0.6% | +51.8% | +44.5% |
| 3Y | +20.8% | +155.2% | -134.3% | -7.9% |
| 5Y | +191.7% | +305.8% | -114.1% | +100.6% |
| All | +191.7% | +278.7% | -87.0% | +100.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling