+1,460.5%
CIEN vs BEN
+53.7%
+1,406.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.6% | -0.3% |
| 7D | -4.6% | +3.4% | -7.9% | -6.1% |
| 30D | -12.8% | +1.8% | -14.6% | -13.5% |
| 3M | -23.1% | +8.4% | -31.4% | -25.9% |
| 6M | +6.1% | +35.6% | -29.5% | -8.7% |
| YTD | +44.5% | +46.4% | -1.8% | +19.0% |
| 1Y | +176.6% | +46.3% | +130.3% | +127.4% |
| 3Y | +601.0% | +54.6% | +546.3% | +445.8% |
| 5Y | +509.1% | +39.4% | +469.7% | +384.3% |
| 10Y | +1,460.5% | +57.6% | +1,402.9% | +977.3% |
| All | +1,460.5% | +53.7% | +1,406.8% | +977.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling