+1,500.5%
CIEN vs DLTR
+45.3%
+1,455.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.4% | +4.9% | +4.5% |
| 7D | +8.9% | -10.1% | +19.0% | +10.8% |
| 30D | -19.1% | -8.1% | -11.0% | -18.1% |
| 3M | -21.5% | +2.9% | -24.3% | -22.5% |
| 6M | +2.8% | +4.3% | -1.5% | +0.6% |
| YTD | +49.5% | -3.9% | +53.4% | +48.3% |
| 1Y | +163.8% | +18.9% | +144.9% | +150.4% |
| 3Y | +615.8% | +1.9% | +613.9% | +581.9% |
| 5Y | +548.4% | +31.0% | +517.4% | +462.0% |
| All | +1,500.5% | +45.3% | +1,455.2% | +1,090.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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