+1,040.8%
CIEN vs GLDM
+212.7%
+828.1%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.2% | +10.0% | +9.2% |
| 7D | +8.7% | -2.0% | +10.7% | +9.3% |
| 30D | -26.9% | -4.4% | -22.5% | -25.8% |
| 3M | -23.6% | -8.8% | -14.8% | -21.3% |
| 6M | -49.1% | -15.9% | -33.2% | -46.4% |
| YTD | +26.6% | -7.7% | +34.3% | +30.5% |
| 1Y | +42.7% | -3.6% | +46.3% | +45.8% |
| 3Y | +570.8% | +105.2% | +465.6% | +478.0% |
| 5Y | +386.4% | +112.8% | +273.7% | +308.4% |
| All | +1,040.8% | +212.7% | +828.1% | +933.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GLDM.
Daily Out/Under-Performance
Portfolio return minus GLDM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLDM 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 GLDM 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