+829.8%
SBUX vs UEC
+0.2%
+829.6%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | 0.0% |
| 7D | +1.6% | -3.8% | +5.3% | +1.9% |
| 30D | +14.8% | -13.5% | +28.3% | +16.0% |
| 3M | -0.8% | -40.5% | +39.7% | +3.1% |
| 6M | +2.2% | -56.7% | +58.9% | +8.3% |
| YTD | +29.5% | -43.0% | +72.4% | +32.6% |
| 1Y | +27.0% | -42.5% | +69.6% | +29.6% |
| 3Y | +10.9% | +11.6% | -0.6% | +2.7% |
| 5Y | +7.4% | +21.8% | -14.3% | -5.9% |
| 10Y | +146.3% | +623.9% | -477.6% | +64.6% |
| All | +829.8% | +0.2% | +829.6% | +395.2% |
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