+82.7%
CRS vs UEC
-16.4%
+99.1%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.2% | +4.0% | -0.3% |
| 7D | -6.8% | -9.4% | +2.7% | -5.4% |
| 30D | -16.1% | -8.0% | -8.1% | -15.2% |
| 3M | -21.2% | -1.7% | -19.5% | -21.4% |
| 6M | +8.7% | -26.1% | +34.8% | +11.2% |
| YTD | +41.0% | -10.5% | +51.5% | +43.3% |
| 1Y | +82.7% | -13.3% | +95.9% | +84.1% |
| All | +82.7% | -16.4% | +99.1% | +84.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling