+566.8%
CIEN vs GEN
+61.9%
+504.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.2% | +3.3% | +1.4% |
| 7D | -15.2% | -1.2% | -14.0% | -15.1% |
| 30D | -21.5% | +10.1% | -31.6% | -22.5% |
| 3M | -40.1% | +16.1% | -56.2% | -41.3% |
| 6M | -6.6% | +38.9% | -45.4% | -12.4% |
| YTD | +37.3% | +14.4% | +22.8% | +36.9% |
| 1Y | +174.5% | +5.9% | +168.7% | +182.2% |
| All | +566.8% | +61.9% | +504.9% | +486.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling