+1,438.7%
CIEN vs AXON
+1,845.5%
-406.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.0% | +8.3% | +6.7% |
| 7D | -5.3% | -2.5% | -2.8% | -5.0% |
| 30D | -17.2% | -11.5% | -5.8% | -15.8% |
| 3M | -26.9% | +7.3% | -34.2% | -29.3% |
| 6M | +16.0% | -11.9% | +28.0% | +15.3% |
| YTD | +45.9% | -11.0% | +56.9% | +43.5% |
| 1Y | +186.8% | -31.8% | +218.6% | +198.1% |
| 3Y | +607.8% | +135.4% | +472.4% | +449.8% |
| 5Y | +506.7% | +176.9% | +329.9% | +335.6% |
| 10Y | +1,438.7% | +1,854.5% | -415.8% | +693.4% |
| All | +1,438.7% | +1,845.5% | -406.7% | +693.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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