+592.2%
CIEN vs HIG
+101.4%
+490.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.6% | -1.0% |
| 7D | -4.6% | -0.5% | -4.1% | -4.6% |
| 30D | -12.8% | -2.8% | -10.0% | -12.7% |
| 3M | -23.1% | +6.3% | -29.4% | -23.9% |
| 6M | +6.1% | -0.1% | +6.2% | +6.1% |
| YTD | +44.5% | +0.4% | +44.1% | +44.1% |
| 1Y | +176.6% | +6.2% | +170.4% | +171.0% |
| All | +592.2% | +101.4% | +490.8% | +460.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling