+51.6%
XOM vs UEC
-11.8%
+63.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.0% | +5.6% | +0.4% |
| 7D | +1.9% | -4.3% | +6.1% | +1.7% |
| 30D | +4.1% | -3.8% | +7.9% | +4.0% |
| 3M | +10.4% | +17.0% | -6.6% | +11.2% |
| 6M | +13.0% | -23.9% | +36.9% | +13.2% |
| YTD | +40.1% | -5.7% | +45.7% | +40.9% |
| All | +51.6% | -11.8% | +63.5% | +54.1% |
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