+144.7%
LPLA vs UEC
+289.3%
-144.6%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.3% | +0.1% |
| 7D | -1.5% | -0.2% | -1.4% | -1.5% |
| 30D | -6.0% | +1.9% | -7.9% | -6.5% |
| 3M | +21.4% | +8.9% | +12.4% | +19.1% |
| 6M | +12.1% | -14.5% | +26.5% | +11.7% |
| YTD | -1.8% | -0.7% | -1.2% | -4.5% |
| 1Y | +3.2% | -4.1% | +7.3% | -0.6% |
| 3Y | +45.9% | +148.9% | -103.0% | +17.1% |
| 5Y | +144.7% | +300.0% | -155.3% | +80.0% |
| All | +144.7% | +289.3% | -144.6% | +80.0% |
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