+459.9%
XLP vs UEC
+4.1%
+455.8%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +6.8% | -8.1% | -1.5% |
| 7D | +0.7% | -10.2% | +11.0% | +1.1% |
| 30D | +10.3% | -26.9% | +37.2% | +11.4% |
| 3M | +6.5% | -35.7% | +42.2% | +8.1% |
| 6M | +8.4% | -56.1% | +64.5% | +11.2% |
| YTD | +18.2% | -40.8% | +59.0% | +19.2% |
| 1Y | +22.4% | -43.4% | +65.8% | +23.5% |
| 3Y | +41.9% | +25.4% | +16.5% | +35.7% |
| 5Y | +40.9% | +51.1% | -10.2% | +30.3% |
| 10Y | +128.4% | +695.4% | -567.0% | +85.0% |
| All | +459.9% | +4.1% | +455.8% | +328.7% |
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