+111.3%
OXY vs UEC
+78.8%
+32.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.0% | -2.0% | +0.6% |
| 7D | -0.5% | +2.6% | -3.1% | -0.9% |
| 30D | +8.5% | +5.6% | +2.9% | +7.2% |
| 3M | +6.0% | -5.7% | +11.7% | +5.4% |
| 6M | +13.0% | -8.0% | +21.0% | +10.8% |
| YTD | +48.9% | +1.8% | +47.1% | +42.6% |
| 1Y | +36.4% | +0.6% | +35.8% | +28.3% |
| 3Y | -2.3% | +155.2% | -157.4% | -25.0% |
| 5Y | +160.6% | +305.8% | -145.2% | +74.6% |
| 10Y | +2.0% | +943.0% | -941.0% | -47.4% |
| All | +111.3% | +78.8% | +32.5% | -12.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling