+1,438.7%
CIEN vs IBB
+122.6%
+1,316.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.2% | +8.5% | +7.9% |
| 7D | -5.3% | -1.7% | -3.6% | -4.3% |
| 30D | -17.2% | +4.9% | -22.1% | -20.4% |
| 3M | -26.9% | +24.2% | -51.1% | -38.0% |
| 6M | +16.0% | +23.8% | -7.8% | -1.7% |
| YTD | +45.9% | +23.0% | +23.0% | +25.0% |
| 1Y | +186.8% | +46.2% | +140.6% | +118.0% |
| 3Y | +607.8% | +64.8% | +543.0% | +392.8% |
| 5Y | +506.7% | +20.9% | +485.8% | +411.0% |
| 10Y | +1,438.7% | +121.6% | +1,317.2% | +759.3% |
| All | +1,438.7% | +122.6% | +1,316.1% | +759.3% |
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