+142.5%
XLC vs UEC
+630.4%
-487.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.2% |
| 7D | -0.8% | -6.9% | +6.1% | -0.1% |
| 30D | +1.0% | +7.6% | -6.6% | 0.0% |
| 3M | -0.7% | -18.4% | +17.7% | +0.6% |
| 6M | -5.1% | -23.3% | +18.1% | -4.1% |
| YTD | -4.3% | -1.2% | -3.1% | -6.7% |
| 1Y | -0.6% | +2.3% | -2.9% | -4.7% |
| 3Y | +72.7% | +162.3% | -89.6% | +40.3% |
| 5Y | +38.0% | +287.2% | -249.3% | -0.9% |
| All | +142.5% | +630.4% | -487.9% | +26.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling