+292.6%
APP vs CIEN
+301.0%
-8.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +5.5% | +4.4% | +7.8% |
| 7D | +71.2% | -24.1% | +95.3% | +85.7% |
| 30D | +39.1% | -45.5% | +84.6% | +71.6% |
| 3M | +16.5% | -39.7% | +56.3% | +33.5% |
| 6M | -16.6% | -57.8% | +41.2% | +8.4% |
| YTD | -41.9% | +4.1% | -46.0% | -57.4% |
| 1Y | -37.0% | +20.8% | -57.9% | -58.2% |
| 3Y | +892.4% | +463.1% | +429.3% | +131.0% |
| All | +292.6% | +301.0% | -8.3% | +13.3% |
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 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