+32.0%
CTVA vs UEC
-46.3%
+78.3%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -4.9% | +8.1% | +3.4% |
| 7D | +8.2% | -13.8% | +22.0% | +8.9% |
| 30D | -1.0% | -23.1% | +22.1% | +0.3% |
| 3M | +4.6% | -31.5% | +36.1% | +6.3% |
| 6M | +0.5% | -51.5% | +52.0% | +4.0% |
| YTD | +22.7% | -38.4% | +61.2% | +23.4% |
| 1Y | +32.0% | -44.7% | +76.7% | +33.6% |
| All | +32.0% | -46.3% | +78.3% | +33.6% |
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