+10.9%
CPB vs UEC
+7.8%
+3.1%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.9% | +4.7% | -1.1% |
| 7D | +2.9% | -5.2% | +8.0% | +2.9% |
| 30D | +17.6% | -22.0% | +39.6% | +18.0% |
| 3M | +2.0% | -37.0% | +39.0% | +2.7% |
| 6M | +11.6% | -52.7% | +64.3% | +12.7% |
| YTD | -13.8% | -38.6% | +24.9% | -13.5% |
| 1Y | -21.6% | -44.6% | +23.0% | -21.3% |
| 3Y | -35.8% | +27.1% | -62.9% | -37.3% |
| 5Y | -33.3% | +37.9% | -71.2% | -35.9% |
| 10Y | -39.4% | +631.6% | -671.1% | -46.2% |
| All | +10.9% | +7.8% | +3.1% | -6.5% |
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