+9.5%
CPB vs UEC
+8.7%
+0.8%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.1% | -1.3% |
| 7D | -4.1% | +0.6% | -4.6% | -4.1% |
| 30D | +16.9% | -18.1% | +35.0% | +17.2% |
| 3M | -0.6% | -36.9% | +36.4% | +0.1% |
| 6M | +11.4% | -56.1% | +67.5% | +12.6% |
| YTD | -14.8% | -38.1% | +23.3% | -14.6% |
| 1Y | -24.8% | -41.7% | +16.9% | -24.6% |
| 3Y | -36.6% | +28.2% | -64.8% | -38.1% |
| 5Y | -33.3% | +31.7% | -65.0% | -35.8% |
| 10Y | -40.4% | +685.9% | -726.3% | -47.1% |
| All | +9.5% | +8.7% | +0.8% | -7.7% |
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 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