+1,261.7%
CIEN vs ASX
+999.3%
+262.4%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +6.6% | +2.2% | +5.8% |
| 7D | +8.7% | +0.8% | +7.9% | +8.5% |
| 30D | -26.9% | -20.4% | -6.5% | -18.7% |
| 3M | -23.6% | -2.1% | -21.5% | -22.3% |
| 6M | -49.1% | +8.2% | -57.3% | -50.7% |
| YTD | +26.6% | +137.3% | -110.7% | -9.6% |
| 1Y | +42.7% | +155.0% | -112.3% | -0.5% |
| 3Y | +570.8% | +397.9% | +172.9% | +263.6% |
| 5Y | +386.4% | +529.2% | -142.8% | +137.2% |
| 10Y | +1,261.7% | +1,007.5% | +254.2% | +466.8% |
| All | +1,261.7% | +999.3% | +262.4% | +466.8% |
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