+539.0%
CIEN vs ASX
+366.9%
+172.1%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.0% | -2.5% | -3.2% |
| 7D | +15.3% | +12.4% | +2.9% | +7.1% |
| 30D | -22.0% | -19.8% | -2.2% | -10.3% |
| 3M | -36.6% | -10.3% | -26.3% | -32.2% |
| 6M | -51.5% | +1.2% | -52.7% | -52.6% |
| YTD | +20.0% | +123.0% | -103.1% | -26.7% |
| 1Y | +44.5% | +145.4% | -101.0% | -15.9% |
| 3Y | +539.0% | +368.6% | +170.4% | +156.4% |
| All | +539.0% | +366.9% | +172.1% | +156.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling