-36.6%
CRL vs UEC
+299.0%
-335.6%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.0% | -5.7% | -3.0% |
| 7D | -0.6% | +2.6% | -3.1% | -0.8% |
| 30D | +5.0% | +5.6% | -0.6% | +4.2% |
| 3M | +50.6% | -5.7% | +56.3% | +50.4% |
| 6M | +60.9% | -8.0% | +69.0% | +59.5% |
| YTD | +40.7% | +1.8% | +38.9% | +37.1% |
| 1Y | +73.3% | +0.6% | +72.7% | +66.1% |
| 3Y | +40.6% | +155.2% | -114.6% | +12.3% |
| All | -36.6% | +299.0% | -335.6% | -52.0% |
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 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