+20.8%
XLP vs UEC
-43.2%
+64.0%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.9% | +6.1% | 0.0% |
| 7D | +2.3% | -5.2% | +7.5% | +2.2% |
| 30D | +9.1% | -22.0% | +31.1% | +8.5% |
| 3M | +7.9% | -37.0% | +44.9% | +6.8% |
| 6M | +9.6% | -52.7% | +62.3% | +8.6% |
| YTD | +19.4% | -38.6% | +58.1% | +19.0% |
| All | +20.8% | -43.2% | +64.0% | +20.3% |
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 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