+516.6%
CIEN vs BEN
+87.4%
+429.2%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.1% | +0.5% |
| 7D | -9.3% | +12.1% | -21.5% | -13.5% |
| 30D | -39.5% | +13.4% | -52.9% | -42.5% |
| 3M | -29.8% | +9.4% | -39.2% | -32.3% |
| 6M | -50.4% | +19.3% | -69.6% | -53.8% |
| YTD | +16.3% | +57.3% | -40.9% | -5.2% |
| 1Y | +30.4% | +69.1% | -38.8% | +2.5% |
| 3Y | +516.6% | +85.6% | +431.0% | +328.9% |
| All | +516.6% | +87.4% | +429.2% | +328.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling