+615.8%
CIEN vs EQX
+168.9%
+446.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.6% | +2.8% | +4.2% |
| 7D | +8.9% | -3.2% | +12.1% | +9.4% |
| 30D | -19.1% | +7.8% | -26.9% | -20.4% |
| 3M | -21.5% | +21.3% | -42.8% | -24.7% |
| 6M | +2.8% | -22.4% | +25.2% | +5.0% |
| YTD | +49.5% | -11.3% | +60.8% | +50.0% |
| 1Y | +163.8% | +13.5% | +150.3% | +158.3% |
| 3Y | +615.8% | +162.1% | +453.7% | +529.2% |
| All | +615.8% | +168.9% | +446.9% | +529.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 3y: compounded portfolio wealth divided by compounded EQX 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…
3y analysis · Full analysis span regression · 6 months rolling