+54.1%
CSX vs UEC
+33.3%
+20.8%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.9% | +7.1% | +1.6% |
| 7D | +0.7% | -5.2% | +5.9% | +1.0% |
| 30D | +8.1% | -22.0% | +30.1% | +9.7% |
| 3M | +2.2% | -37.0% | +39.2% | +5.1% |
| 6M | +14.6% | -52.7% | +67.3% | +19.6% |
| YTD | +42.2% | -38.6% | +80.8% | +44.2% |
| 1Y | +47.3% | -44.6% | +91.9% | +50.2% |
| 3Y | +73.5% | +27.1% | +46.4% | +58.0% |
| 5Y | +54.1% | +37.9% | +16.2% | +32.4% |
| All | +54.1% | +33.3% | +20.8% | +32.4% |
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