+109.1%
OXY vs UEC
+73.5%
+35.6%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -1.0% |
| 7D | +1.6% | -6.9% | +8.5% | +2.6% |
| 30D | +11.6% | +7.6% | +3.9% | +10.0% |
| 3M | +2.8% | -18.4% | +21.2% | +4.3% |
| 6M | +13.0% | -23.3% | +36.3% | +13.7% |
| YTD | +47.4% | -1.2% | +48.6% | +41.7% |
| 1Y | +31.5% | +2.3% | +29.2% | +23.3% |
| 3Y | -1.9% | +162.3% | -164.2% | -25.1% |
| 5Y | +148.0% | +287.2% | -139.3% | +67.1% |
| 10Y | +2.3% | +1,009.6% | -1,007.4% | -47.6% |
| All | +109.1% | +73.5% | +35.6% | -12.5% |
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