+54.7%
XLE vs UEC
+151.4%
-96.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.1% | -0.9% |
| 7D | +2.2% | -6.9% | +9.1% | +2.5% |
| 30D | +11.8% | +7.6% | +4.1% | +11.3% |
| 3M | +9.8% | -18.4% | +28.2% | +10.6% |
| 6M | +15.6% | -23.3% | +38.8% | +16.3% |
| YTD | +45.3% | -1.2% | +46.5% | +43.0% |
| 1Y | +48.3% | +2.3% | +46.0% | +44.1% |
| All | +54.7% | +151.4% | -96.7% | +30.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling