+55.6%
LNT vs UEC
+23.6%
+32.0%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.9% | +5.2% | -0.7% |
| 7D | -0.5% | +4.9% | -5.5% | -0.6% |
| 30D | +9.9% | -17.5% | +27.4% | +10.3% |
| 3M | +4.8% | -40.1% | +44.9% | +5.8% |
| 6M | +2.2% | -56.1% | +58.3% | +3.7% |
| YTD | +15.9% | -41.8% | +57.7% | +16.5% |
| 1Y | +10.6% | -44.8% | +55.4% | +11.1% |
| 3Y | +66.1% | +20.6% | +45.5% | +60.3% |
| 5Y | +55.6% | +24.3% | +31.3% | +47.1% |
| All | +55.6% | +23.6% | +32.0% | +47.1% |
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