+1,883.8%
COR vs UEC
+14.6%
+1,869.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +10.1% | -6.5% | +3.1% |
| 7D | +2.3% | +1.5% | +0.9% | +2.2% |
| 30D | +6.8% | -17.1% | +23.8% | +7.7% |
| 3M | +8.1% | -32.3% | +40.4% | +10.0% |
| 6M | +33.0% | -49.7% | +82.7% | +36.8% |
| YTD | +3.0% | -34.8% | +37.7% | +3.6% |
| 1Y | -3.4% | -37.5% | +34.1% | -2.8% |
| 3Y | +80.1% | +37.1% | +43.1% | +68.2% |
| 5Y | +194.7% | +44.3% | +150.4% | +164.7% |
| 10Y | +512.3% | +737.4% | -225.1% | +358.7% |
| All | +1,883.8% | +14.6% | +1,869.2% | +1,136.4% |
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