+137.1%
EOG vs UEC
+616.1%
-479.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.1% | +3.8% | +2.0% |
| 7D | +7.6% | -3.8% | +11.4% | +8.0% |
| 30D | +3.4% | -13.5% | +16.9% | +5.1% |
| 3M | +12.7% | -40.5% | +53.2% | +20.1% |
| 6M | +19.0% | -56.7% | +75.7% | +30.9% |
| YTD | +55.6% | -43.0% | +98.5% | +59.8% |
| 1Y | +49.5% | -42.5% | +92.1% | +52.3% |
| 3Y | +43.2% | +11.6% | +31.6% | +19.0% |
| 5Y | +111.8% | +21.8% | +90.1% | +58.2% |
| All | +137.1% | +616.1% | -479.0% | +1.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling