-3.4%
COR vs UEC
-42.8%
+39.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.4% |
| 7D | -1.2% | +0.6% | -1.7% | -1.1% |
| 30D | +7.6% | -18.1% | +25.8% | +6.8% |
| 3M | +5.0% | -36.9% | +41.9% | +3.2% |
| 6M | +35.3% | -56.1% | +91.4% | +32.8% |
| YTD | +4.2% | -38.1% | +42.3% | +2.8% |
| 1Y | -3.4% | -41.7% | +38.3% | -4.8% |
| All | -3.4% | -42.8% | +39.3% | -4.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling