+1,261.7%
CIEN vs HAL
-17.4%
+1,279.1%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +3.4% | +5.4% | +8.0% |
| 7D | +8.7% | -0.2% | +9.0% | +9.0% |
| 30D | -26.9% | +1.0% | -27.9% | -26.9% |
| 3M | -23.6% | -2.1% | -21.5% | -23.3% |
| 6M | -49.1% | -17.5% | -31.6% | -47.1% |
| YTD | +26.6% | +18.1% | +8.4% | +20.7% |
| 1Y | +42.7% | +19.7% | +23.0% | +35.7% |
| 3Y | +570.8% | -7.9% | +578.7% | +560.1% |
| 5Y | +386.4% | +53.1% | +333.4% | +312.8% |
| 10Y | +1,261.7% | -16.8% | +1,278.5% | +1,035.7% |
| All | +1,261.7% | -17.4% | +1,279.1% | +1,035.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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