+491.9%
SPCX vs UEC
+61.4%
+430.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.2% | -1.5% |
| 7D | +2.8% | +0.6% | +2.3% | +1.3% |
| 30D | -14.5% | -18.1% | +3.6% | -32.6% |
| 3M | +4.8% | -36.9% | +41.8% | -38.0% |
| 6M | +535.8% | -45.9% | +581.7% | +260.3% |
| YTD | +541.5% | -38.1% | +579.6% | +262.0% |
| 1Y | +443.5% | -41.7% | +485.2% | +206.9% |
| All | +491.9% | +61.4% | +430.5% | +218.8% |
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