+87.0%
AMZN vs CIEN
+538.9%
-451.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.6% | +4.3% | +0.4% |
| 7D | +2.8% | +15.3% | -12.4% | +0.4% |
| 30D | +5.0% | -22.0% | +26.9% | +8.4% |
| 3M | +0.6% | -36.6% | +37.2% | +6.7% |
| 6M | -1.3% | -51.5% | +50.2% | +8.3% |
| YTD | +15.5% | +20.0% | -4.4% | -0.6% |
| 1Y | +12.2% | +44.5% | -32.2% | -9.1% |
| 3Y | +87.0% | +539.0% | -452.0% | -4.3% |
| All | +87.0% | +538.9% | -451.9% | -4.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling