-38.1%
CPB vs UEC
+299.0%
-337.1%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.0% | -1.3% | +1.8% |
| 7D | -8.2% | +2.6% | -10.8% | -8.2% |
| 30D | -5.6% | +5.6% | -11.2% | -5.5% |
| 3M | +3.0% | -5.7% | +8.7% | +3.1% |
| 6M | -12.7% | -8.0% | -4.7% | -12.5% |
| YTD | -18.0% | +1.8% | -19.8% | -17.7% |
| 1Y | -31.7% | +0.6% | -32.3% | -31.5% |
| 3Y | -41.0% | +155.2% | -196.1% | -40.9% |
| All | -38.1% | +299.0% | -337.1% | -39.0% |
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