+1,393.8%
CPAY vs UEC
+116.2%
+1,277.6%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.0% | -5.3% | -2.6% |
| 7D | +0.6% | +2.6% | -2.0% | +0.3% |
| 30D | +3.6% | +5.6% | -2.0% | +2.7% |
| 3M | +16.6% | -5.7% | +22.3% | +16.3% |
| 6M | +29.5% | -8.0% | +37.5% | +28.3% |
| YTD | +35.3% | +1.8% | +33.5% | +31.4% |
| 1Y | +30.6% | +0.6% | +30.0% | +25.3% |
| 3Y | +49.7% | +155.2% | -105.4% | +22.5% |
| 5Y | +54.4% | +305.8% | -251.4% | +12.2% |
| 10Y | +142.8% | +943.0% | -800.2% | +37.8% |
| All | +1,393.8% | +116.2% | +1,277.6% | +737.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling