U₃O₈––.––FUTURESmodeled

Uranium Correlations

How uranium trades against the broader market — rolling correlation of daily returns between a uranium series (spot or SPUT) and a comparison series. The interesting moments are where the line breaks from its regime.

Base
vs
Window
Returns
Daily log returns between consecutive trading days. A coverage gap in either series produces no return — a week-long move is never treated as one daily move.
Alignment
Series are inner-joined on shared trading dates before correlating, so exchange-holiday mismatches drop out instead of misaligning the windows.
Window
Trailing Pearson r over the last 60, 120, or 250 paired trading days (~3, 6, or 12 months). Shorter windows react faster and are noisier.
Series
U₃O₈ spot is the Yellowcake Composite daily series (estimated provenance in its blend era); SPUT is the SRUUF market price and the comparison series are exchange closes, all via EODHD. Correlation is not causation, and past co-movement is not a forecast.

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Citation

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See the SPUT premium/discount to NAV