+1,184.7%
CIEN vs ACWI
+220.7%
+964.0%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.7% |
| 7D | -9.3% | -0.2% | -9.2% | -8.6% |
| 30D | -39.5% | -3.3% | -36.2% | -35.9% |
| 3M | -29.8% | -3.4% | -26.4% | -25.2% |
| 6M | -50.4% | +0.8% | -51.2% | -49.5% |
| YTD | +16.3% | +10.7% | +5.6% | +6.3% |
| 1Y | +30.4% | +11.6% | +18.8% | +18.7% |
| 3Y | +516.6% | +73.4% | +443.2% | +247.5% |
| 5Y | +349.8% | +60.2% | +289.6% | +178.8% |
| 10Y | +1,184.7% | +221.6% | +963.1% | +209.3% |
| All | +1,184.7% | +220.7% | +964.0% | +209.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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