+10.9%
SBUX vs UEC
+18.1%
-7.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | -0.1% |
| 7D | +1.6% | -3.8% | +5.3% | +1.7% |
| 30D | +14.8% | -13.5% | +28.3% | +15.5% |
| 3M | -0.8% | -40.5% | +39.7% | +1.3% |
| 6M | +2.2% | -56.7% | +58.9% | +5.5% |
| YTD | +29.5% | -43.0% | +72.4% | +30.6% |
| 1Y | +27.0% | -42.5% | +69.6% | +27.7% |
| 3Y | +10.9% | +11.6% | -0.6% | +0.6% |
| All | +10.9% | +18.1% | -7.2% | +0.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling