+585.2%
CIEN vs AGI
+204.0%
+381.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-10 to 2026-09-10.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.3% | +2.3% | -0.3% |
| 7D | +5.4% | -5.3% | +10.6% | +6.5% |
| 30D | -13.7% | +6.8% | -20.4% | -15.1% |
| 3M | -23.0% | +8.3% | -31.3% | -25.3% |
| 6M | -0.8% | -29.2% | +28.4% | +5.2% |
| YTD | +43.1% | -7.3% | +50.3% | +44.5% |
| 1Y | +157.6% | +8.0% | +149.6% | +154.2% |
| All | +585.2% | +204.0% | +381.2% | +479.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 2023-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded AGI 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…
2023-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling