+112.0%
USO vs UEC
-8.9%
+120.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -5.0% | +10.6% | +5.0% |
| 7D | +11.5% | -4.3% | +15.7% | +10.9% |
| 30D | +24.1% | -3.8% | +28.0% | +23.9% |
| 3M | +17.9% | +17.0% | +0.9% | +21.0% |
| 6M | +49.6% | -23.9% | +73.5% | +50.0% |
| YTD | +129.0% | -5.7% | +134.7% | +131.1% |
| 1Y | +112.0% | -12.5% | +124.5% | +113.2% |
| All | +112.0% | -8.9% | +120.8% | +113.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling