+1,096.6%
CIEN vs ACWI
+219.0%
+877.6%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | 0.0% | +5.5% | +5.5% |
| 7D | -24.1% | -2.4% | -21.8% | -21.3% |
| 30D | -45.5% | -5.2% | -40.3% | -40.7% |
| 3M | -39.7% | -4.8% | -34.9% | -34.5% |
| 6M | -57.8% | -1.3% | -56.5% | -55.9% |
| YTD | +4.1% | +8.4% | -4.3% | -2.3% |
| 1Y | +20.8% | +11.0% | +9.8% | +10.8% |
| 3Y | +463.1% | +70.6% | +392.6% | +224.2% |
| 5Y | +302.3% | +55.3% | +247.0% | +158.8% |
| All | +1,096.6% | +219.0% | +877.6% | +198.0% |
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