+40.5%
CSCO vs UEC
-46.0%
+86.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.9% | +7.2% | +2.0% |
| 7D | +6.6% | +4.9% | +1.6% | +5.8% |
| 30D | -11.3% | -17.5% | +6.1% | -9.4% |
| 3M | -17.3% | -40.1% | +22.8% | -12.7% |
| 6M | +3.5% | -56.1% | +59.7% | +11.4% |
| YTD | +34.9% | -41.8% | +76.7% | +43.0% |
| 1Y | +40.5% | -44.8% | +85.3% | +49.9% |
| All | +40.5% | -46.0% | +86.5% | +49.9% |
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