+386.4%
CIEN vs UEC
+39.8%
+346.6%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.8% | +8.0% | +8.6% |
| 7D | +8.7% | +0.6% | +8.2% | +8.9% |
| 30D | -26.9% | -18.1% | -8.8% | -23.0% |
| 3M | -23.6% | -36.9% | +13.3% | -14.9% |
| 6M | -49.1% | -56.1% | +7.0% | -39.4% |
| YTD | +26.6% | -38.1% | +64.7% | +40.4% |
| 1Y | +42.7% | -41.7% | +84.4% | +59.8% |
| 3Y | +570.8% | +28.2% | +542.6% | +526.5% |
| 5Y | +386.4% | +31.7% | +354.7% | +321.3% |
| All | +386.4% | +39.8% | +346.6% | +321.3% |
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