+315.6%
JCI vs UEC
+0.2%
+315.5%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.1% | -0.2% | -2.1% |
| 7D | +3.2% | -3.8% | +6.9% | +3.5% |
| 30D | -8.6% | -13.5% | +4.9% | -7.4% |
| 3M | -7.7% | -40.5% | +32.7% | -3.6% |
| 6M | -2.6% | -56.7% | +54.1% | +4.1% |
| YTD | +17.4% | -43.0% | +60.3% | +21.2% |
| 1Y | +16.9% | -42.5% | +59.5% | +20.3% |
| 3Y | +186.7% | +11.6% | +175.2% | +168.3% |
| 5Y | +95.4% | +21.8% | +73.6% | +72.8% |
| 10Y | +292.7% | +623.9% | -331.2% | +165.8% |
| All | +315.6% | +0.2% | +315.5% | +132.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling