+1,311.0%
CIEN vs DAL
+141.2%
+1,169.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.7% | +0.6% |
| 7D | -15.2% | +0.1% | -15.3% | -15.2% |
| 30D | -21.5% | -13.9% | -7.6% | -17.8% |
| 3M | -40.1% | +1.1% | -41.1% | -40.3% |
| 6M | -6.6% | +26.2% | -32.8% | -13.0% |
| YTD | +37.3% | +16.4% | +20.8% | +30.1% |
| 1Y | +174.5% | +33.9% | +140.7% | +149.3% |
| 3Y | +562.3% | +93.4% | +468.9% | +428.5% |
| 5Y | +463.9% | +106.4% | +357.6% | +332.3% |
| All | +1,311.0% | +141.2% | +1,169.8% | +821.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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