-69.3%
CPNG vs UEC
+360.4%
-429.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -5.2% | +8.2% | +3.9% |
| 7D | -1.1% | -9.4% | +8.3% | +0.3% |
| 30D | -7.4% | -8.0% | +0.7% | -6.5% |
| 3M | -12.3% | -1.7% | -10.7% | -12.7% |
| 6M | -19.4% | -26.1% | +6.7% | -17.5% |
| YTD | -35.9% | -10.5% | -25.4% | -37.0% |
| 1Y | -53.4% | -13.3% | -40.1% | -54.6% |
| 3Y | -20.0% | +116.4% | -136.4% | -37.7% |
| 5Y | -49.6% | +225.5% | -275.1% | -64.0% |
| All | -69.3% | +360.4% | -429.7% | -76.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling