+162.3%
SOXL vs UEC
+198.6%
-36.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -5.2% | +10.4% | +8.5% |
| 7D | +3.9% | -9.4% | +13.3% | +10.4% |
| 30D | -14.3% | -8.0% | -6.3% | -11.0% |
| 3M | -45.6% | -1.7% | -43.9% | -44.2% |
| 6M | +117.2% | -26.1% | +143.3% | +168.8% |
| YTD | +189.8% | -10.5% | +200.4% | +219.5% |
| 1Y | +317.7% | -13.3% | +331.0% | +348.0% |
| 3Y | +478.6% | +116.4% | +362.3% | +225.3% |
| All | +162.3% | +198.6% | -36.3% | +12.2% |
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 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