+1,188.7%
CIEN vs ASX
+849.3%
+339.4%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +8.6% | +2.0% | +6.7% |
| 7D | -5.3% | -12.3% | +7.0% | +0.7% |
| 30D | -40.1% | -26.0% | -14.1% | -31.3% |
| 3M | -34.7% | -8.1% | -26.6% | -31.7% |
| 6M | -50.9% | +1.4% | -52.3% | -51.0% |
| YTD | +15.2% | +115.6% | -100.4% | -14.0% |
| 1Y | +35.2% | +128.0% | -92.9% | -0.9% |
| 3Y | +522.6% | +371.4% | +151.2% | +248.8% |
| 5Y | +344.2% | +469.4% | -125.2% | +127.3% |
| 10Y | +1,188.7% | +842.6% | +346.0% | +449.8% |
| All | +1,188.7% | +849.3% | +339.4% | +449.8% |
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