+44.5%
CIEN vs GEN
+14.8%
+29.6%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +2.4% | -7.0% | -3.8% |
| 7D | +15.3% | +2.0% | +13.2% | +16.1% |
| 30D | -22.0% | +27.7% | -49.7% | -15.2% |
| 3M | -36.6% | +3.3% | -39.9% | -36.0% |
| 6M | -51.5% | +31.8% | -83.3% | -46.3% |
| YTD | +20.0% | +13.5% | +6.5% | +19.0% |
| 1Y | +44.5% | +16.0% | +28.4% | +45.5% |
| All | +44.5% | +14.8% | +29.6% | +45.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling