+850.7%
APP vs CIEN
+569.5%
+281.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -2.0% | -2.5% |
| 7D | +10.6% | +27.4% | -16.8% | +3.2% |
| 30D | +44.6% | -26.6% | +71.2% | +56.8% |
| 3M | +29.6% | -32.0% | +61.6% | +41.5% |
| 6M | -19.8% | -49.1% | +29.3% | -5.0% |
| YTD | -41.6% | +25.7% | -67.3% | -58.4% |
| 1Y | -32.7% | +40.3% | -73.0% | -55.3% |
| All | +850.7% | +569.5% | +281.2% | +163.5% |
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 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