+1,146.8%
CIEN vs IOVA
+0.8%
+1,146.1%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.7% | -6.3% | -4.8% |
| 7D | +15.3% | -3.5% | +18.7% | +15.7% |
| 30D | -22.0% | -45.4% | +23.4% | -17.3% |
| 3M | -36.6% | +19.0% | -55.7% | -38.7% |
| 6M | -51.5% | +112.0% | -163.5% | -56.8% |
| YTD | +20.0% | +184.2% | -164.3% | +1.9% |
| 1Y | +44.5% | +222.0% | -177.5% | +20.7% |
| 3Y | +539.0% | +92.6% | +446.5% | +409.2% |
| 5Y | +356.8% | -63.2% | +420.0% | +305.8% |
| All | +1,146.8% | +0.8% | +1,146.1% | +787.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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