+1,154.9%
CIEN vs APO
+1,753.5%
-598.6%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.4% |
| 7D | -15.2% | -1.0% | -14.2% | -14.8% |
| 30D | -21.5% | +3.5% | -24.9% | -23.0% |
| 3M | -40.1% | +4.5% | -44.6% | -41.8% |
| 6M | -6.6% | +22.8% | -29.3% | -16.3% |
| YTD | +37.3% | -6.5% | +43.8% | +36.7% |
| 1Y | +174.5% | +0.8% | +173.7% | +162.5% |
| 3Y | +562.3% | +62.0% | +500.3% | +415.2% |
| 5Y | +463.9% | +138.2% | +325.7% | +261.5% |
| 10Y | +1,302.4% | +940.3% | +362.1% | +315.8% |
| All | +1,154.9% | +1,753.5% | -598.6% | +151.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 all: compounded portfolio wealth divided by compounded APO 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…
all analysis · Full analysis span regression · 6 months rolling