+1,146.8%
CIEN vs HBM
+281.1%
+865.7%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.1% | -3.5% | -4.3% |
| 7D | +15.3% | +2.2% | +13.0% | +14.7% |
| 30D | -22.0% | -11.8% | -10.2% | -19.3% |
| 3M | -36.6% | -19.2% | -17.4% | -33.1% |
| 6M | -51.5% | -22.9% | -28.6% | -48.5% |
| YTD | +20.0% | +7.8% | +12.2% | +18.1% |
| 1Y | +44.5% | +34.9% | +9.5% | +35.9% |
| 3Y | +539.0% | +422.2% | +116.8% | +354.8% |
| 5Y | +356.8% | +192.8% | +164.0% | +244.4% |
| All | +1,146.8% | +281.1% | +865.7% | +651.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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