+33.9%
AAPL vs CIEN
+179.1%
-145.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.6% | -2.5% |
| 7D | +0.1% | -15.2% | +15.3% | +0.1% |
| 30D | +3.0% | -21.5% | +24.5% | +3.0% |
| 3M | +2.9% | -40.1% | +43.0% | +4.0% |
| 6M | +22.1% | -6.6% | +28.7% | +20.4% |
| YTD | +18.0% | +37.3% | -19.2% | +14.7% |
| 1Y | +33.9% | +174.5% | -140.6% | +45.5% |
| All | +33.9% | +179.1% | -145.2% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CIEN.
Daily Out/Under-Performance
Portfolio return minus CIEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIEN 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 1y: compounded portfolio wealth divided by compounded CIEN 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…
1y analysis · Full analysis span regression · 6 months rolling