+30.6%
ORCL vs UEC
+47.5%
-17.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.8% | -6.0% | -0.3% |
| 7D | -11.2% | -10.2% | -0.9% | -9.5% |
| 30D | -18.8% | -26.9% | +8.1% | -14.5% |
| 3M | -18.8% | -35.7% | +16.9% | -12.9% |
| 6M | -39.7% | -56.1% | +16.4% | -32.1% |
| YTD | -39.6% | -40.8% | +1.1% | -35.6% |
| 1Y | -51.7% | -43.4% | -8.4% | -48.4% |
| 3Y | +10.2% | +25.4% | -15.1% | +2.7% |
| All | +30.6% | +47.5% | -17.0% | +12.8% |
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