+1,188.7%
CIEN vs IBB
+139.6%
+1,049.0%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.8% | +7.9% | +8.6% |
| 7D | -5.3% | +2.7% | -8.0% | -6.6% |
| 30D | -40.1% | +6.3% | -46.5% | -42.3% |
| 3M | -34.7% | +11.1% | -45.8% | -39.6% |
| 6M | -50.9% | +29.2% | -80.1% | -59.6% |
| YTD | +15.2% | +30.2% | -15.1% | -5.4% |
| 1Y | +35.2% | +39.5% | -4.3% | +5.8% |
| 3Y | +522.6% | +92.3% | +430.2% | +287.9% |
| 5Y | +344.2% | +43.0% | +301.2% | +234.1% |
| 10Y | +1,188.7% | +137.1% | +1,051.6% | +580.9% |
| All | +1,188.7% | +139.6% | +1,049.0% | +580.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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