+281.6%
RCL vs UEC
+41.6%
+239.9%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +10.1% | -7.1% | +1.2% |
| 7D | +5.0% | +1.5% | +3.5% | +4.5% |
| 30D | +19.4% | -17.1% | +36.5% | +22.9% |
| 3M | +5.9% | -32.3% | +38.3% | +12.4% |
| 6M | +23.8% | -49.7% | +73.5% | +36.4% |
| YTD | +22.8% | -34.8% | +57.6% | +25.8% |
| 1Y | +34.3% | -37.5% | +71.8% | +37.6% |
| 3Y | +276.4% | +37.1% | +239.4% | +193.2% |
| 5Y | +281.6% | +44.3% | +237.3% | +169.3% |
| All | +281.6% | +41.6% | +239.9% | +169.3% |
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