-5.2%
SBUX vs UEC
+289.3%
-294.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.5% | -1.7% |
| 7D | -6.3% | -0.2% | -6.1% | -6.3% |
| 30D | -3.9% | +1.9% | -5.8% | -4.2% |
| 3M | +3.3% | +8.9% | -5.6% | +2.1% |
| 6M | +1.4% | -14.5% | +15.9% | +1.3% |
| YTD | +21.0% | -0.7% | +21.6% | +18.5% |
| 1Y | +22.4% | -4.1% | +26.5% | +19.0% |
| 3Y | +13.2% | +148.9% | -135.7% | -4.4% |
| 5Y | -5.2% | +300.0% | -305.2% | -24.0% |
| All | -5.2% | +289.3% | -294.5% | -24.0% |
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 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