+355.8%
CIEN vs DAL
+110.1%
+245.6%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.3% | -4.2% | -4.4% |
| 7D | +15.3% | -1.1% | +16.4% | +15.8% |
| 30D | -22.0% | +12.8% | -34.8% | -26.1% |
| 3M | -36.6% | -5.3% | -31.4% | -35.3% |
| 6M | -51.5% | +22.4% | -73.8% | -55.7% |
| YTD | +20.0% | +25.6% | -5.7% | +7.5% |
| 1Y | +44.5% | +45.5% | -1.1% | +21.8% |
| 3Y | +539.0% | +161.0% | +378.1% | +302.8% |
| All | +355.8% | +110.1% | +245.6% | +193.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling