+3,150.4%
CTAS vs UEC
+8.7%
+3,141.7%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | +0.8% |
| 7D | -0.8% | +0.6% | -1.3% | -0.9% |
| 30D | +10.7% | -18.1% | +28.9% | +12.0% |
| 3M | +11.0% | -36.9% | +47.9% | +14.0% |
| 6M | +38.7% | -56.1% | +94.8% | +45.1% |
| YTD | +21.8% | -38.1% | +59.9% | +23.0% |
| 1Y | +23.6% | -41.7% | +65.3% | +25.0% |
| 3Y | +74.9% | +28.2% | +46.7% | +61.2% |
| 5Y | +119.5% | +31.7% | +87.8% | +93.7% |
| 10Y | +820.2% | +685.9% | +134.3% | +554.0% |
| All | +3,150.4% | +8.7% | +3,141.7% | +2,018.8% |
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