+1,206.6%
CIEN vs IBB
+127.7%
+1,078.9%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | +0.9% |
| 7D | +27.4% | +1.6% | +25.7% | +26.1% |
| 30D | -26.6% | +6.7% | -33.3% | -29.4% |
| 3M | -32.0% | +6.3% | -38.3% | -35.0% |
| 6M | -49.1% | +23.9% | -73.0% | -56.8% |
| YTD | +25.7% | +26.6% | -0.9% | +5.5% |
| 1Y | +40.3% | +29.6% | +10.7% | +15.9% |
| 3Y | +566.2% | +86.1% | +480.1% | +325.2% |
| 5Y | +378.7% | +40.3% | +338.4% | +265.2% |
| All | +1,206.6% | +127.7% | +1,078.9% | +624.0% |
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