+1,184.7%
CIEN vs GEN
+151.0%
+1,033.7%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.9% |
| 7D | -9.3% | +1.0% | -10.3% | -9.6% |
| 30D | -39.5% | +29.1% | -68.6% | -42.9% |
| 3M | -29.8% | +2.9% | -32.7% | -31.0% |
| 6M | -50.4% | +33.6% | -84.0% | -54.5% |
| YTD | +16.3% | +12.0% | +4.3% | +10.5% |
| 1Y | +30.4% | +16.2% | +14.2% | +22.3% |
| 3Y | +516.6% | +65.1% | +451.5% | +426.9% |
| 5Y | +349.8% | +33.3% | +316.5% | +297.6% |
| 10Y | +1,184.7% | +149.7% | +1,035.0% | +769.6% |
| All | +1,184.7% | +151.0% | +1,033.7% | +769.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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