+25.6%
EOG vs UEC
+146.8%
-121.2%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.4% | +3.6% | +1.2% |
| 7D | -1.3% | -0.2% | -1.1% | -1.3% |
| 30D | +3.4% | +1.9% | +1.4% | +3.3% |
| 3M | +7.8% | +8.9% | -1.1% | +7.5% |
| 6M | +13.4% | -14.5% | +27.8% | +13.4% |
| YTD | +43.5% | -0.7% | +44.2% | +41.7% |
| 1Y | +29.7% | -4.1% | +33.7% | +27.1% |
| All | +25.6% | +146.8% | -121.2% | +6.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling