+539.0%
CIEN vs INDA
+16.8%
+522.2%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.2% | -4.4% | -4.4% |
| 7D | +15.3% | +1.1% | +14.2% | +14.3% |
| 30D | -22.0% | +9.4% | -31.4% | -28.1% |
| 3M | -36.6% | +2.9% | -39.6% | -38.3% |
| 6M | -51.5% | +7.2% | -58.7% | -54.6% |
| YTD | +20.0% | -4.8% | +24.8% | +25.5% |
| 1Y | +44.5% | -5.1% | +49.5% | +51.6% |
| 3Y | +539.0% | +16.7% | +522.4% | +392.5% |
| All | +539.0% | +16.8% | +522.2% | +392.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 3y: compounded portfolio wealth divided by compounded INDA 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…
3y analysis · Full analysis span regression · 6 months rolling