-33.3%
CPB vs UEC
+21.1%
-54.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.1% | +5.2% | +3.1% |
| 7D | -1.6% | -3.8% | +2.2% | -1.6% |
| 30D | +19.2% | -13.5% | +32.7% | +18.9% |
| 3M | -0.9% | -40.5% | +39.5% | -1.8% |
| 6M | +15.2% | -56.7% | +71.9% | +13.9% |
| YTD | -13.1% | -43.0% | +29.9% | -13.6% |
| 1Y | -22.4% | -42.5% | +20.1% | -22.9% |
| 3Y | -35.3% | +11.6% | -46.9% | -35.2% |
| All | -33.3% | +21.1% | -54.4% | -31.9% |
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