+592.0%
LULU vs UEC
+218.5%
+373.5%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -5.0% | +2.2% | -2.3% |
| 7D | -20.4% | -4.3% | -16.2% | -20.0% |
| 30D | -22.9% | -3.8% | -19.0% | -22.7% |
| 3M | -18.5% | +17.0% | -35.5% | -20.5% |
| 6M | -41.8% | -23.9% | -17.9% | -40.9% |
| YTD | -53.4% | -5.7% | -47.7% | -54.3% |
| 1Y | -40.9% | -12.5% | -28.4% | -42.3% |
| 3Y | -75.6% | +136.5% | -212.0% | -79.8% |
| 5Y | -77.2% | +243.3% | -320.5% | -83.1% |
| 10Y | +49.5% | +939.6% | -890.1% | -15.8% |
| All | +592.0% | +218.5% | +373.5% | +215.9% |
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