+1,424.7%
CSX vs UEC
+73.5%
+1,351.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | -3.4% | -6.9% | +3.6% | -2.6% |
| 30D | -3.1% | +7.6% | -10.7% | -4.0% |
| 3M | +7.2% | -18.4% | +25.6% | +8.5% |
| 6M | +16.2% | -23.3% | +39.4% | +17.5% |
| YTD | +37.5% | -1.2% | +38.7% | +34.5% |
| 1Y | +53.2% | +2.3% | +50.9% | +47.6% |
| 3Y | +68.2% | +162.3% | -94.0% | +39.4% |
| 5Y | +65.2% | +287.2% | -222.0% | +22.0% |
| 10Y | +504.1% | +1,009.6% | -505.5% | +242.2% |
| All | +1,424.7% | +73.5% | +1,351.2% | +572.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling