+224.5%
USO vs UEC
+273.6%
-49.0%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -5.0% | +10.6% | +5.9% |
| 7D | +11.5% | -4.3% | +15.7% | +11.7% |
| 30D | +24.1% | -3.8% | +28.0% | +24.1% |
| 3M | +17.9% | +17.0% | +0.9% | +15.9% |
| 6M | +49.6% | -23.9% | +73.5% | +50.3% |
| YTD | +129.0% | -5.7% | +134.7% | +123.0% |
| 1Y | +112.0% | -12.5% | +124.5% | +105.4% |
| 3Y | +102.3% | +136.5% | -34.2% | +62.4% |
| 5Y | +224.5% | +243.3% | -18.8% | +137.0% |
| All | +224.5% | +273.6% | -49.0% | +137.0% |
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