+607.8%
CIEN vs UEC
+156.3%
+451.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.0% | +3.3% | +5.4% |
| 7D | -5.3% | +2.6% | -7.9% | -5.9% |
| 30D | -17.2% | +5.6% | -22.8% | -18.8% |
| 3M | -26.9% | -5.7% | -21.2% | -26.6% |
| 6M | +16.0% | -8.0% | +24.1% | +16.9% |
| YTD | +45.9% | +1.8% | +44.1% | +42.8% |
| 1Y | +186.8% | +0.6% | +186.2% | +177.0% |
| 3Y | +607.8% | +155.2% | +452.6% | +445.6% |
| All | +607.8% | +156.3% | +451.5% | +445.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling