+2,337.1%
COST vs UEC
+73.5%
+2,263.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.1% |
| 7D | -3.1% | -6.9% | +3.8% | -2.8% |
| 30D | -2.8% | +7.6% | -10.4% | -3.2% |
| 3M | -5.7% | -18.4% | +12.7% | -5.1% |
| 6M | -8.8% | -23.3% | +14.5% | -8.4% |
| YTD | +6.7% | -1.2% | +7.9% | +5.4% |
| 1Y | -3.6% | +2.3% | -5.9% | -5.5% |
| 3Y | +75.1% | +162.3% | -87.2% | +59.9% |
| 5Y | +108.9% | +287.2% | -178.3% | +82.5% |
| 10Y | +586.2% | +1,009.6% | -423.4% | +439.5% |
| All | +2,337.1% | +73.5% | +2,263.6% | +1,670.7% |
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