-69.0%
CPNG vs UEC
+408.4%
-477.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.5% |
| 7D | -7.4% | -6.9% | -0.5% | -6.4% |
| 30D | -4.4% | +7.6% | -12.1% | -5.8% |
| 3M | -7.5% | -18.4% | +10.9% | -5.5% |
| 6M | -19.9% | -23.3% | +3.3% | -18.6% |
| YTD | -35.2% | -1.2% | -34.0% | -37.2% |
| 1Y | -46.8% | +2.3% | -49.1% | -49.4% |
| 3Y | -20.2% | +162.3% | -182.4% | -39.9% |
| 5Y | -48.4% | +287.2% | -335.7% | -63.7% |
| All | -69.0% | +408.4% | -477.3% | -77.0% |
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