+1,460.5%
CIEN vs CB
+219.8%
+1,240.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.0% |
| 7D | -4.6% | -0.5% | -4.0% | -4.6% |
| 30D | -12.8% | -3.1% | -9.8% | -12.3% |
| 3M | -23.1% | +4.2% | -27.2% | -24.8% |
| 6M | +6.1% | +4.7% | +1.4% | +3.1% |
| YTD | +44.5% | +8.8% | +35.7% | +37.7% |
| 1Y | +176.6% | +22.6% | +154.0% | +151.4% |
| 3Y | +601.0% | +70.6% | +530.3% | +442.1% |
| 5Y | +509.1% | +99.4% | +409.7% | +336.7% |
| 10Y | +1,460.5% | +223.5% | +1,237.0% | +704.5% |
| All | +1,460.5% | +219.8% | +1,240.7% | +704.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded CB 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling