-50.8%
CPNG vs UEC
+293.2%
-344.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | +0.1% |
| 7D | -7.6% | -0.2% | -7.4% | -7.6% |
| 30D | -8.8% | +1.9% | -10.8% | -9.5% |
| 3M | -7.2% | +8.9% | -16.1% | -9.3% |
| 6M | -21.5% | -14.5% | -7.1% | -21.5% |
| YTD | -37.4% | -0.7% | -36.7% | -39.8% |
| 1Y | -54.3% | -4.1% | -50.3% | -56.6% |
| 3Y | -20.3% | +148.9% | -169.2% | -43.2% |
| All | -50.8% | +293.2% | -344.0% | -69.2% |
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