+282.2%
APH vs CIEN
+301.0%
-18.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +5.5% | -1.3% | +2.3% |
| 7D | -5.9% | -24.1% | +18.2% | +2.6% |
| 30D | -14.8% | -45.5% | +30.7% | +2.9% |
| 3M | -12.4% | -39.7% | +27.3% | +1.0% |
| 6M | +8.1% | -57.8% | +65.9% | +37.3% |
| YTD | +10.9% | +4.1% | +6.9% | -1.0% |
| 1Y | +8.8% | +20.8% | -12.0% | -8.6% |
| 3Y | +262.1% | +463.1% | -201.1% | +66.8% |
| All | +282.2% | +301.0% | -18.8% | +93.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling