+110.1%
CIEN vs BEN
+725.5%
-615.4%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.1% | +0.3% |
| 7D | -9.3% | +12.1% | -21.5% | -15.1% |
| 30D | -39.5% | +13.4% | -52.9% | -43.7% |
| 3M | -29.8% | +9.4% | -39.2% | -33.3% |
| 6M | -50.4% | +19.3% | -69.6% | -55.5% |
| YTD | +16.3% | +57.3% | -40.9% | -13.3% |
| 1Y | +30.4% | +69.1% | -38.8% | -7.0% |
| 3Y | +516.6% | +85.6% | +431.0% | +299.2% |
| 5Y | +349.8% | +32.9% | +316.8% | +246.1% |
| 10Y | +1,184.7% | +58.3% | +1,126.4% | +676.7% |
| All | +110.1% | +725.5% | -615.4% | -62.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling