+65.6%
UEC vs CASY
+3,445.2%
-3,379.7%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | -6.9% | +0.1% | -7.0% | -7.0% |
| 30D | +7.6% | -11.3% | +19.0% | +12.1% |
| 3M | -18.4% | -0.6% | -17.7% | -20.9% |
| 6M | -23.3% | +10.7% | -34.0% | -28.6% |
| YTD | -1.2% | +37.1% | -38.3% | -15.6% |
| 1Y | +2.3% | +52.3% | -50.0% | -16.4% |
| 3Y | +162.3% | +215.2% | -52.9% | +55.6% |
| 5Y | +287.2% | +276.5% | +10.8% | +112.8% |
| 10Y | +1,009.6% | +508.4% | +501.3% | +417.5% |
| All | +65.6% | +3,445.2% | -3,379.7% | -50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 all: compounded portfolio wealth divided by compounded CASY 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…
all analysis · Full analysis span regression · 6 months rolling