+304.6%
CIEN vs GEN
+32.5%
+272.1%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.6% | +8.1% | +5.8% |
| 7D | -24.1% | +2.3% | -26.4% | -24.4% |
| 30D | -45.5% | +33.1% | -78.5% | -48.1% |
| 3M | -39.7% | +6.5% | -46.2% | -40.8% |
| 6M | -57.8% | +53.8% | -111.6% | -62.5% |
| YTD | +4.1% | +11.2% | -7.2% | +0.8% |
| 1Y | +20.8% | +19.4% | +1.4% | +14.0% |
| 3Y | +463.1% | +81.0% | +382.1% | +369.9% |
| All | +304.6% | +32.5% | +272.1% | +276.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling