+50.4%
XOP vs UEC
+73.5%
-23.1%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.9% |
| 7D | +2.6% | -6.9% | +9.5% | +3.8% |
| 30D | +15.4% | +7.6% | +7.8% | +13.5% |
| 3M | +12.1% | -18.4% | +30.4% | +14.1% |
| 6M | +19.7% | -23.3% | +43.0% | +20.6% |
| YTD | +52.4% | -1.2% | +53.6% | +45.4% |
| 1Y | +47.6% | +2.3% | +45.2% | +36.8% |
| 3Y | +34.4% | +162.3% | -127.9% | -2.2% |
| 5Y | +154.4% | +287.2% | -132.9% | +59.7% |
| 10Y | +54.7% | +1,009.6% | -954.9% | -31.7% |
| All | +50.4% | +73.5% | -23.1% | -46.0% |
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