+309.7%
SCCO vs UEC
+273.6%
+36.1%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -5.0% | -2.2% | -6.1% |
| 7D | -2.7% | -4.3% | +1.6% | -1.7% |
| 30D | -0.2% | -3.8% | +3.7% | +0.7% |
| 3M | +17.8% | +17.0% | +0.8% | +13.5% |
| 6M | +2.3% | -23.9% | +26.1% | +7.0% |
| YTD | +41.6% | -5.7% | +47.3% | +41.7% |
| 1Y | +101.9% | -12.5% | +114.4% | +102.1% |
| 3Y | +186.2% | +136.5% | +49.7% | +122.5% |
| 5Y | +309.7% | +243.3% | +66.4% | +186.3% |
| All | +309.7% | +273.6% | +36.1% | +186.3% |
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