+1,460.5%
CIEN vs ASX
+973.8%
+486.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.5% | -4.5% | -2.5% |
| 7D | -4.6% | +11.1% | -15.7% | -8.8% |
| 30D | -12.8% | +9.6% | -22.4% | -16.1% |
| 3M | -23.1% | +18.6% | -41.7% | -28.7% |
| 6M | +6.1% | +92.1% | -86.0% | -18.8% |
| YTD | +44.5% | +158.5% | -114.0% | -1.1% |
| 1Y | +176.6% | +271.9% | -95.3% | +65.8% |
| 3Y | +601.0% | +465.2% | +135.7% | +259.5% |
| 5Y | +509.1% | +479.4% | +29.7% | +197.4% |
| 10Y | +1,460.5% | +992.0% | +468.5% | +523.6% |
| All | +1,460.5% | +973.8% | +486.7% | +523.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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