+449.8%
SOXL vs UEC
+134.5%
+315.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -5.0% | -3.0% | -4.7% |
| 7D | +8.5% | -4.3% | +12.7% | +11.8% |
| 30D | -13.0% | -3.8% | -9.1% | -11.8% |
| 3M | -35.9% | +17.0% | -52.9% | -40.5% |
| 6M | +112.1% | -23.9% | +135.9% | +157.7% |
| YTD | +175.4% | -5.7% | +181.1% | +195.0% |
| 1Y | +304.9% | -12.5% | +317.4% | +331.3% |
| All | +449.8% | +134.5% | +315.4% | +213.4% |
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