+1,012.7%
CIEN vs UEC
+73.5%
+939.1%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.9% | +1.1% |
| 7D | -15.2% | -6.9% | -8.2% | -14.2% |
| 30D | -21.5% | +7.6% | -29.1% | -22.5% |
| 3M | -40.1% | -18.4% | -21.7% | -38.4% |
| 6M | -6.6% | -23.3% | +16.7% | -3.2% |
| YTD | +37.3% | -1.2% | +38.5% | +36.2% |
| 1Y | +174.5% | +2.3% | +172.2% | +168.7% |
| 3Y | +562.3% | +162.3% | +400.0% | +444.2% |
| 5Y | +463.9% | +287.2% | +176.7% | +303.7% |
| 10Y | +1,302.4% | +1,009.6% | +292.7% | +628.1% |
| All | +1,012.7% | +73.5% | +939.1% | +363.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling