+900.9%
RCL vs UEC
+14.6%
+886.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +10.1% | -7.1% | +1.4% |
| 7D | +5.0% | +1.5% | +3.5% | +4.5% |
| 30D | +19.4% | -17.1% | +36.5% | +22.5% |
| 3M | +5.9% | -32.3% | +38.3% | +11.7% |
| 6M | +23.8% | -49.7% | +73.5% | +35.0% |
| YTD | +22.8% | -34.8% | +57.6% | +26.3% |
| 1Y | +34.3% | -37.5% | +71.8% | +38.1% |
| 3Y | +276.4% | +37.1% | +239.4% | +219.8% |
| 5Y | +281.6% | +44.3% | +237.3% | +200.9% |
| 10Y | +379.0% | +737.4% | -358.4% | +148.3% |
| All | +900.9% | +14.6% | +886.3% | +295.6% |
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