+147.9%
CIEN vs GEN
+4,005.3%
-3,857.4%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.2% | +3.3% | +2.1% |
| 7D | -15.2% | -1.2% | -14.0% | -14.8% |
| 30D | -21.5% | +10.1% | -31.6% | -25.3% |
| 3M | -40.1% | +16.1% | -56.2% | -45.2% |
| 6M | -6.6% | +38.9% | -45.4% | -23.5% |
| YTD | +37.3% | +14.4% | +22.8% | +22.0% |
| 1Y | +174.5% | +5.9% | +168.7% | +152.1% |
| 3Y | +562.3% | +58.8% | +503.5% | +387.2% |
| 5Y | +463.9% | +24.7% | +439.3% | +346.0% |
| 10Y | +1,302.4% | +163.1% | +1,139.3% | +544.6% |
| All | +147.9% | +4,005.3% | -3,857.4% | -78.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling