-16.6%
SLB vs UEC
+765.9%
-782.5%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +10.1% | -9.2% | -0.9% |
| 7D | -3.7% | +1.5% | -5.2% | -4.1% |
| 30D | +2.9% | -17.1% | +20.0% | +6.0% |
| 3M | +0.2% | -32.3% | +32.5% | +6.4% |
| 6M | -4.4% | -49.7% | +45.3% | +5.4% |
| YTD | +33.4% | -34.8% | +68.2% | +37.6% |
| 1Y | +40.8% | -37.5% | +78.3% | +45.2% |
| 3Y | +3.2% | +37.1% | -33.9% | -17.0% |
| 5Y | +64.8% | +44.3% | +20.5% | +18.7% |
| 10Y | -16.6% | +737.4% | -753.9% | -66.2% |
| All | -16.6% | +765.9% | -782.5% | -66.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling