+286.5%
C vs CIEN
+1,400.2%
-1,113.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.3% | -7.0% | -2.3% |
| 7D | +3.2% | -5.3% | +8.5% | +4.2% |
| 30D | +1.3% | -17.2% | +18.5% | +5.2% |
| 3M | +3.1% | -26.9% | +30.0% | +9.4% |
| 6M | +29.6% | +16.0% | +13.6% | +17.8% |
| YTD | +19.0% | +45.9% | -27.0% | -0.3% |
| 1Y | +45.6% | +186.8% | -141.2% | -1.4% |
| 3Y | +269.3% | +607.8% | -338.5% | +78.8% |
| 5Y | +131.6% | +506.7% | -375.2% | +12.9% |
| 10Y | +286.5% | +1,438.7% | -1,152.2% | +41.4% |
| All | +286.5% | +1,400.2% | -1,113.6% | +41.4% |
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