+375.0%
RCL vs UEC
+696.7%
-321.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.9% | +6.8% | +1.9% |
| 7D | +8.5% | -5.2% | +13.7% | +9.3% |
| 30D | +20.4% | -22.0% | +42.4% | +25.4% |
| 3M | +11.0% | -37.0% | +48.0% | +19.5% |
| 6M | +24.9% | -52.7% | +77.6% | +39.6% |
| YTD | +23.9% | -38.6% | +62.5% | +28.9% |
| 1Y | +30.8% | -44.6% | +75.4% | +37.7% |
| 3Y | +270.4% | +27.1% | +243.3% | +203.0% |
| 5Y | +296.1% | +37.9% | +258.2% | +190.8% |
| 10Y | +375.0% | +631.6% | -256.6% | +116.0% |
| All | +375.0% | +696.7% | -321.6% | +116.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling