+105.2%
CTVA vs UEC
+273.6%
-168.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.0% | +4.7% | +0.1% |
| 7D | -4.7% | -4.3% | -0.4% | -4.3% |
| 30D | +11.1% | -3.8% | +14.9% | +11.2% |
| 3M | +13.7% | +17.0% | -3.3% | +11.4% |
| 6M | +11.2% | -23.9% | +35.1% | +12.4% |
| YTD | +26.9% | -5.7% | +32.5% | +24.7% |
| 1Y | +18.8% | -12.5% | +31.4% | +16.4% |
| 3Y | +75.9% | +136.5% | -60.5% | +47.2% |
| 5Y | +105.2% | +243.3% | -138.1% | +58.0% |
| All | +105.2% | +273.6% | -168.3% | +58.0% |
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