+607.8%
CIEN vs BEN
+56.8%
+550.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.2% | +6.6% | +6.4% |
| 7D | -5.3% | +4.7% | -10.0% | -7.1% |
| 30D | -17.2% | +2.6% | -19.8% | -18.1% |
| 3M | -26.9% | +11.5% | -38.4% | -30.0% |
| 6M | +16.0% | +35.3% | -19.3% | +1.4% |
| YTD | +45.9% | +48.6% | -2.7% | +21.2% |
| 1Y | +186.8% | +46.7% | +140.1% | +139.0% |
| 3Y | +607.8% | +57.0% | +550.8% | +427.5% |
| All | +607.8% | +56.8% | +550.9% | +427.5% |
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