+506.7%
CIEN vs UEC
+278.7%
+228.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.0% | +3.3% | +5.7% |
| 7D | -5.3% | +2.6% | -7.9% | -5.7% |
| 30D | -17.2% | +5.6% | -22.8% | -18.3% |
| 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% | +44.0% |
| 1Y | +186.8% | +0.6% | +186.2% | +180.8% |
| 3Y | +607.8% | +155.2% | +452.6% | +479.4% |
| 5Y | +506.7% | +305.8% | +200.9% | +362.8% |
| All | +506.7% | +278.7% | +228.1% | +362.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling