+223.2%
CP vs UEC
+933.9%
-710.7%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.0% | -3.5% | -0.8% |
| 7D | +2.4% | +2.6% | -0.2% | +2.1% |
| 30D | -0.5% | +5.6% | -6.1% | -1.3% |
| 3M | +1.4% | -5.7% | +7.1% | +1.2% |
| 6M | +10.3% | -8.0% | +18.4% | +9.5% |
| YTD | +24.3% | +1.8% | +22.5% | +21.1% |
| 1Y | +20.4% | +0.6% | +19.9% | +16.2% |
| 3Y | +21.8% | +155.2% | -133.4% | +1.4% |
| 5Y | +31.5% | +305.8% | -274.3% | -2.9% |
| 10Y | +223.2% | +943.0% | -719.8% | +80.8% |
| All | +223.2% | +933.9% | -710.7% | +80.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling