+174.5%
CIEN vs HIG
+5.1%
+169.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +0.3% |
| 7D | -15.2% | +0.3% | -15.5% | -14.8% |
| 30D | -21.5% | -3.2% | -18.3% | -22.4% |
| 3M | -40.1% | +9.1% | -49.2% | -36.8% |
| 6M | -6.6% | -1.8% | -4.8% | -4.0% |
| YTD | +37.3% | +1.8% | +35.5% | +44.0% |
| 1Y | +174.5% | +4.6% | +170.0% | +195.1% |
| All | +174.5% | +5.1% | +169.5% | +195.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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