-18.0%
CPB vs UEC
-46.3%
+28.4%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -4.9% | +10.8% | +5.6% |
| 7D | +13.0% | -13.8% | +26.8% | +12.1% |
| 30D | +20.5% | -23.1% | +43.6% | +19.0% |
| 3M | +2.2% | -31.5% | +33.7% | +0.5% |
| 6M | +15.4% | -51.5% | +66.9% | +12.4% |
| YTD | -12.3% | -38.4% | +26.1% | -12.6% |
| 1Y | -18.0% | -44.7% | +26.7% | -18.7% |
| All | -18.0% | -46.3% | +28.4% | -18.7% |
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