+355.8%
CIEN vs IBB
+39.3%
+316.5%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.4% | -4.1% | -4.2% |
| 7D | +15.3% | -0.5% | +15.8% | +15.9% |
| 30D | -22.0% | +4.6% | -26.5% | -23.9% |
| 3M | -36.6% | +6.8% | -43.5% | -39.9% |
| 6M | -51.5% | +23.1% | -74.6% | -59.4% |
| YTD | +20.0% | +26.0% | -6.1% | -0.9% |
| 1Y | +44.5% | +30.4% | +14.1% | +16.3% |
| 3Y | +539.0% | +85.4% | +453.6% | +290.4% |
| All | +355.8% | +39.3% | +316.5% | +198.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling