-39.9%
LUMN vs UEC
+198.6%
-238.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -5.2% | +7.1% | +2.9% |
| 7D | +2.5% | -9.4% | +12.0% | +4.4% |
| 30D | +10.3% | -8.0% | +18.3% | +11.5% |
| 3M | -18.3% | -1.7% | -16.6% | -18.8% |
| 6M | +4.4% | -26.1% | +30.5% | +8.5% |
| YTD | -10.7% | -10.5% | -0.2% | -10.1% |
| 1Y | +14.0% | -13.3% | +27.2% | +13.7% |
| 3Y | +406.6% | +116.4% | +290.2% | +319.3% |
| All | -39.9% | +198.6% | -238.5% | -54.6% |
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