-9.9%
CPRT vs UEC
+278.7%
-288.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +3.0% | -6.4% | -3.5% |
| 7D | +0.4% | +2.6% | -2.2% | +0.2% |
| 30D | +9.9% | +5.6% | +4.3% | +9.4% |
| 3M | +5.6% | -5.7% | +11.3% | +5.6% |
| 6M | -13.6% | -8.0% | -5.6% | -14.1% |
| YTD | -16.7% | +1.8% | -18.5% | -18.3% |
| 1Y | -33.1% | +0.6% | -33.7% | -35.0% |
| 3Y | -27.1% | +155.2% | -182.2% | -37.8% |
| 5Y | -9.9% | +305.8% | -315.7% | -32.3% |
| All | -9.9% | +278.7% | -288.5% | -32.3% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling