+1,500.5%
CIEN vs FISV
+3.1%
+1,497.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +5.4% | -0.9% | +3.2% |
| 7D | +8.9% | -2.7% | +11.6% | +9.5% |
| 30D | -19.1% | 0.0% | -19.1% | -19.3% |
| 3M | -21.5% | -2.8% | -18.7% | -22.1% |
| 6M | +2.8% | -11.8% | +14.7% | +3.9% |
| YTD | +49.5% | -23.2% | +72.7% | +55.9% |
| 1Y | +163.8% | -62.0% | +225.8% | +229.4% |
| 3Y | +615.8% | -57.6% | +673.4% | +698.4% |
| 5Y | +548.4% | -53.4% | +601.8% | +567.9% |
| All | +1,500.5% | +3.1% | +1,497.3% | +797.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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