+477.0%
CIEN vs ACWI
+67.7%
+409.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.2% |
| 7D | -15.2% | +0.5% | -15.7% | -16.0% |
| 30D | -21.5% | +0.9% | -22.3% | -22.5% |
| 3M | -40.1% | +2.4% | -42.5% | -41.8% |
| 6M | -6.6% | +12.4% | -18.9% | -20.5% |
| YTD | +37.3% | +15.2% | +22.1% | +12.8% |
| 1Y | +174.5% | +22.7% | +151.8% | +108.1% |
| 3Y | +562.3% | +75.8% | +486.5% | +226.5% |
| All | +477.0% | +67.7% | +409.4% | +192.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling