+31.5%
CP vs UEC
-46.0%
+77.5%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.9% | +6.8% | +1.1% |
| 7D | +0.9% | +4.9% | -4.0% | +0.7% |
| 30D | +10.3% | -17.5% | +27.8% | +11.0% |
| 3M | +2.3% | -40.1% | +42.4% | +4.3% |
| 6M | +10.7% | -56.1% | +66.8% | +14.7% |
| YTD | +29.3% | -41.8% | +71.1% | +29.5% |
| 1Y | +31.5% | -44.8% | +76.3% | +31.9% |
| All | +31.5% | -46.0% | +77.5% | +31.9% |
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