+509.1%
CIEN vs HRB
+104.8%
+404.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.7% | -1.0% |
| 7D | -4.6% | -10.6% | +6.1% | -4.5% |
| 30D | -12.8% | -0.8% | -12.0% | -13.0% |
| 3M | -23.1% | +19.1% | -42.1% | -23.4% |
| 6M | +6.1% | +48.7% | -42.6% | +3.8% |
| YTD | +44.5% | +7.1% | +37.4% | +48.2% |
| 1Y | +176.6% | -8.3% | +184.9% | +191.6% |
| 3Y | +601.0% | +25.8% | +575.1% | +570.0% |
| 5Y | +509.1% | +111.1% | +398.0% | +451.9% |
| All | +509.1% | +104.8% | +404.3% | +451.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 5y: compounded portfolio wealth divided by compounded HRB 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…
5y analysis · Full analysis span regression · 6 months rolling