+539.0%
CIEN vs APTV
-48.7%
+587.8%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.2% | -4.4% | -4.5% |
| 7D | +15.3% | -1.7% | +17.0% | +15.9% |
| 30D | -22.0% | -11.6% | -10.4% | -19.0% |
| 3M | -36.6% | -21.2% | -15.5% | -31.8% |
| 6M | -51.5% | -28.5% | -22.9% | -46.2% |
| YTD | +20.0% | -49.1% | +69.0% | +47.2% |
| 1Y | +44.5% | -52.2% | +96.6% | +82.0% |
| 3Y | +539.0% | -48.6% | +587.7% | +582.6% |
| All | +539.0% | -48.7% | +587.8% | +582.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 3y: compounded portfolio wealth divided by compounded APTV 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…
3y analysis · Full analysis span regression · 6 months rolling