+174.5%
CIEN vs BEN
+42.6%
+132.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.5% | -2.4% | +0.4% |
| 7D | -15.2% | +0.2% | -15.4% | -15.2% |
| 30D | -21.5% | -0.5% | -20.9% | -21.4% |
| 3M | -40.1% | +9.7% | -49.8% | -40.7% |
| 6M | -6.6% | +33.9% | -40.5% | -11.2% |
| YTD | +37.3% | +49.0% | -11.7% | +25.9% |
| 1Y | +174.5% | +42.1% | +132.4% | +144.9% |
| All | +174.5% | +42.6% | +132.0% | +144.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling