+270,518.6%
AAPL vs CIEN
+177.9%
+270,340.7%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.6% | -2.7% |
| 7D | +0.1% | -15.2% | +15.3% | +2.9% |
| 30D | +3.0% | -21.5% | +24.5% | +6.9% |
| 3M | +2.9% | -40.1% | +43.0% | +10.8% |
| 6M | +22.1% | -6.6% | +28.7% | +19.0% |
| YTD | +18.0% | +37.3% | -19.2% | +6.1% |
| 1Y | +33.9% | +174.5% | -140.6% | +4.7% |
| 3Y | +71.2% | +562.3% | -491.1% | +9.3% |
| 5Y | +112.6% | +463.9% | -351.3% | +37.8% |
| 10Y | +1,198.8% | +1,302.4% | -103.6% | +592.1% |
| All | +270,518.6% | +177.9% | +270,340.7% | +135,720.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling