+231.7%
LNG vs UEC
+273.6%
-41.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.0% | +5.7% | +1.1% |
| 7D | -4.5% | -4.3% | -0.2% | -4.2% |
| 30D | +4.7% | -3.8% | +8.5% | +4.7% |
| 3M | +15.1% | +17.0% | -1.8% | +12.6% |
| 6M | +13.6% | -23.9% | +37.5% | +14.5% |
| YTD | +44.0% | -5.7% | +49.6% | +40.6% |
| 1Y | +18.4% | -12.5% | +30.9% | +15.2% |
| 3Y | +75.9% | +136.5% | -60.6% | +41.8% |
| 5Y | +231.7% | +243.3% | -11.6% | +135.8% |
| All | +231.7% | +273.6% | -41.9% | +135.8% |
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