+971.1%
ORCL vs UEC
+73.5%
+897.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.3% | +2.8% | +3.1% |
| 7D | +5.3% | -6.9% | +12.2% | +6.0% |
| 30D | +10.0% | +7.6% | +2.3% | +9.1% |
| 3M | -32.6% | -18.4% | -14.2% | -31.6% |
| 6M | +4.9% | -23.3% | +28.2% | +6.6% |
| YTD | -17.8% | -1.2% | -16.6% | -18.7% |
| 1Y | -28.0% | +2.3% | -30.3% | -29.4% |
| 3Y | +36.0% | +162.3% | -126.3% | +20.2% |
| 5Y | +88.7% | +287.2% | -198.5% | +54.3% |
| 10Y | +346.9% | +1,009.6% | -662.7% | +201.2% |
| All | +971.1% | +73.5% | +897.6% | +546.4% |
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