+463.1%
CIEN vs ASX
+324.2%
+138.9%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +6.4% | -1.0% | +1.3% |
| 7D | -24.1% | -19.9% | -4.2% | -12.7% |
| 30D | -45.5% | -30.9% | -14.6% | -31.2% |
| 3M | -39.7% | -15.1% | -24.6% | -33.1% |
| 6M | -57.8% | -6.5% | -51.3% | -56.7% |
| YTD | +4.1% | +98.4% | -94.4% | -31.5% |
| 1Y | +20.8% | +107.9% | -87.0% | -22.2% |
| 3Y | +463.1% | +325.3% | +137.9% | +143.2% |
| All | +463.1% | +324.2% | +138.9% | +143.2% |
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