-0.7%
UEC vs CASY
+3,127.4%
-3,128.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.3% | +7.1% | +6.9% |
| 7D | -10.2% | +1.1% | -11.3% | -10.7% |
| 30D | -26.9% | +8.7% | -35.6% | -29.4% |
| 3M | -35.7% | -17.3% | -18.4% | -32.0% |
| 6M | -56.1% | -19.7% | -36.4% | -54.3% |
| YTD | -40.8% | +24.8% | -65.6% | -48.1% |
| 1Y | -43.4% | +31.9% | -75.3% | -51.6% |
| 3Y | +25.4% | +155.4% | -130.0% | -19.9% |
| 5Y | +51.1% | +250.6% | -199.5% | -15.7% |
| 10Y | +695.4% | +556.8% | +138.6% | +264.8% |
| All | -0.7% | +3,127.4% | -3,128.1% | -69.8% |
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