+56.7%
CPAY vs UEC
+273.6%
-216.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.0% | +5.6% | +1.1% |
| 7D | -2.7% | -4.3% | +1.6% | -2.3% |
| 30D | +0.6% | -3.8% | +4.4% | +0.7% |
| 3M | +17.0% | +17.0% | +0.1% | +14.3% |
| 6M | +24.1% | -23.9% | +48.0% | +25.6% |
| YTD | +35.7% | -5.7% | +41.4% | +32.9% |
| 1Y | +34.0% | -12.5% | +46.6% | +30.4% |
| 3Y | +50.3% | +136.5% | -86.2% | +20.5% |
| 5Y | +56.7% | +243.3% | -186.7% | +13.5% |
| All | +56.7% | +273.6% | -216.9% | +13.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling