+1,438.7%
CIEN vs HST
+97.7%
+1,341.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.1% | +6.2% | +6.3% |
| 7D | -5.3% | +2.0% | -7.3% | -6.0% |
| 30D | -17.2% | -5.2% | -12.0% | -15.6% |
| 3M | -26.9% | -6.2% | -20.6% | -25.5% |
| 6M | +16.0% | +20.4% | -4.4% | +7.4% |
| YTD | +45.9% | +30.6% | +15.3% | +30.7% |
| 1Y | +186.8% | +37.4% | +149.4% | +151.8% |
| 3Y | +607.8% | +66.1% | +541.7% | +482.7% |
| 5Y | +506.7% | +73.7% | +433.0% | +389.3% |
| 10Y | +1,438.7% | +99.8% | +1,338.9% | +965.5% |
| All | +1,438.7% | +97.7% | +1,341.0% | +965.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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