+1,460.5%
CIEN vs UEC
+908.7%
+551.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.5% | -0.5% |
| 7D | -4.6% | -0.2% | -4.4% | -4.5% |
| 30D | -12.8% | +1.9% | -14.8% | -13.2% |
| 3M | -23.1% | +8.9% | -32.0% | -24.6% |
| 6M | +6.1% | -14.5% | +20.6% | +8.1% |
| YTD | +44.5% | -0.7% | +45.2% | +43.4% |
| 1Y | +176.6% | -4.1% | +180.7% | +173.4% |
| 3Y | +601.0% | +148.9% | +452.0% | +480.1% |
| 5Y | +509.1% | +300.0% | +209.1% | +337.4% |
| 10Y | +1,460.5% | +994.3% | +466.1% | +792.9% |
| All | +1,460.5% | +908.7% | +551.8% | +792.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling