+57.1%
UEC vs CAI
-9.9%
+67.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.2% | -6.4% | -5.5% |
| 7D | -9.4% | -2.9% | -6.5% | -8.8% |
| 30D | -8.0% | +9.3% | -17.4% | -9.8% |
| 3M | -1.7% | +35.2% | -36.9% | -8.8% |
| 6M | -26.1% | +30.7% | -56.9% | -31.7% |
| YTD | -10.5% | -9.8% | -0.7% | -12.5% |
| 1Y | -13.3% | -28.9% | +15.6% | -13.5% |
| All | +57.1% | -9.9% | +67.0% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 CAI 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