+16.2%
CVS vs UEC
-45.1%
+61.4%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | -0.5% |
| 7D | +6.6% | -3.8% | +10.3% | +6.5% |
| 30D | -0.4% | -13.5% | +13.1% | -0.8% |
| 3M | -5.3% | -40.5% | +35.2% | -6.4% |
| 6M | -7.7% | -56.7% | +49.0% | -8.9% |
| YTD | +16.0% | -43.0% | +59.0% | +11.9% |
| 1Y | +16.2% | -42.5% | +58.8% | +11.9% |
| All | +16.2% | -45.1% | +61.4% | +11.9% |
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