+56.1%
CDE vs CIEN
+1,531.8%
-1,475.8%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.5% | -3.3% | -0.3% |
| 7D | -3.1% | +8.9% | -12.0% | -5.9% |
| 30D | +9.5% | -19.1% | +28.6% | +16.4% |
| 3M | +25.5% | -21.5% | +47.0% | +32.9% |
| 6M | -7.9% | +2.8% | -10.7% | -12.1% |
| YTD | +15.6% | +49.5% | -33.9% | -3.5% |
| 1Y | +34.0% | +163.8% | -129.8% | -6.8% |
| 3Y | +791.9% | +615.8% | +176.1% | +322.8% |
| 5Y | +197.7% | +548.4% | -350.6% | +38.8% |
| All | +56.1% | +1,531.8% | -1,475.8% | -36.8% |
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 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