-37.3%
CPB vs UEC
+20.6%
-57.9%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.9% | +4.9% | -1.4% |
| 7D | -5.8% | +4.9% | -10.7% | -5.5% |
| 30D | +16.5% | -17.5% | +33.9% | +15.4% |
| 3M | -1.1% | -40.1% | +39.0% | -3.5% |
| 6M | +11.5% | -56.1% | +67.6% | +7.7% |
| YTD | -15.7% | -41.8% | +26.0% | -16.8% |
| 1Y | -24.7% | -44.8% | +20.1% | -25.6% |
| All | -37.3% | +20.6% | -57.9% | -32.8% |
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 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