+30.2%
CPAY vs UEC
-16.4%
+46.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.2% | +5.1% | 0.0% |
| 7D | -2.0% | -9.4% | +7.5% | -1.9% |
| 30D | -0.4% | -8.0% | +7.7% | -0.4% |
| 3M | +16.4% | -1.7% | +18.0% | +16.2% |
| 6M | +23.5% | -26.1% | +49.7% | +23.7% |
| YTD | +35.7% | -10.5% | +46.2% | +37.5% |
| 1Y | +30.2% | -13.3% | +43.5% | +30.1% |
| All | +30.2% | -16.4% | +46.6% | +30.1% |
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