+528.8%
APP vs CIEN
+378.8%
+150.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +10.7% | -5.9% | +0.9% |
| 7D | +79.2% | -5.3% | +84.4% | +78.6% |
| 30D | +48.0% | -40.1% | +88.1% | +76.2% |
| 3M | +18.2% | -34.7% | +52.9% | +31.4% |
| 6M | -12.5% | -50.9% | +38.4% | +6.8% |
| YTD | -39.2% | +15.2% | -54.3% | -56.6% |
| 1Y | -33.9% | +35.2% | -69.0% | -57.5% |
| 3Y | +933.3% | +522.6% | +410.7% | +144.9% |
| 5Y | +295.9% | +344.2% | -48.4% | +14.8% |
| All | +528.8% | +378.8% | +150.0% | +70.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling