-10.0%
CRS vs UEC
-45.1%
+35.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.1% | -0.6% | -2.2% |
| 7D | +4.8% | -3.8% | +8.5% | +5.8% |
| 30D | -23.2% | -13.5% | -9.7% | -20.6% |
| 3M | -45.5% | -40.5% | -5.0% | -39.5% |
| 6M | -33.1% | -56.7% | +23.6% | -21.5% |
| YTD | -7.2% | -43.0% | +35.8% | -2.0% |
| 1Y | -10.0% | -42.5% | +32.5% | -5.6% |
| All | -10.0% | -45.1% | +35.1% | -5.6% |
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