+26.7%
CP vs UEC
+19.3%
+7.4%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +6.8% | -8.5% | -2.1% |
| 7D | +2.8% | -10.2% | +13.0% | +3.4% |
| 30D | +10.2% | -26.9% | +37.1% | +12.3% |
| 3M | +2.4% | -35.7% | +38.0% | +5.0% |
| 6M | +7.7% | -56.1% | +63.8% | +13.0% |
| YTD | +26.0% | -40.8% | +66.7% | +27.8% |
| 1Y | +34.6% | -43.4% | +78.0% | +36.5% |
| 3Y | +26.7% | +25.4% | +1.3% | +17.3% |
| All | +26.7% | +19.3% | +7.4% | +17.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling