+138.9%
FCX vs UEC
+278.7%
-139.8%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +3.0% | +2.3% | +4.5% |
| 7D | +5.7% | +2.6% | +3.1% | +5.0% |
| 30D | +10.1% | +5.6% | +4.5% | +8.2% |
| 3M | +20.2% | -5.7% | +25.9% | +20.7% |
| 6M | +29.7% | -8.0% | +37.7% | +30.2% |
| YTD | +51.9% | +1.8% | +50.1% | +47.5% |
| 1Y | +66.0% | +0.6% | +65.4% | +57.6% |
| 3Y | +102.7% | +155.2% | -52.4% | +36.0% |
| 5Y | +138.9% | +305.8% | -166.9% | +27.2% |
| All | +138.9% | +278.7% | -139.8% | +27.2% |
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 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