+157.6%
CIEN vs HBM
+103.9%
+53.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -7.5% | +6.5% | +2.6% |
| 7D | +5.4% | -3.7% | +9.1% | +7.2% |
| 30D | -13.7% | -3.7% | -10.0% | -12.5% |
| 3M | -23.0% | +8.0% | -31.0% | -27.3% |
| 6M | -0.8% | +15.8% | -16.6% | -10.8% |
| YTD | +43.1% | +34.4% | +8.7% | +18.5% |
| 1Y | +157.6% | +98.2% | +59.5% | +81.8% |
| All | +157.6% | +103.9% | +53.7% | +81.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling