+2,113.8%
CIEN vs IOVA
-91.6%
+2,205.4%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.1% | +1.1% |
| 7D | -15.2% | +9.7% | -24.9% | -15.5% |
| 30D | -21.5% | +102.5% | -124.0% | -23.9% |
| 3M | -40.1% | +100.7% | -140.8% | -42.0% |
| 6M | -6.6% | +106.3% | -112.9% | -10.1% |
| YTD | +37.3% | +222.0% | -184.7% | +29.6% |
| 1Y | +174.5% | +299.5% | -125.0% | +156.3% |
| 3Y | +562.3% | +42.9% | +519.3% | +523.1% |
| 5Y | +463.9% | -65.0% | +528.9% | +443.3% |
| 10Y | +1,302.4% | +10.3% | +1,292.1% | +1,181.0% |
| All | +2,113.8% | -91.6% | +2,205.4% | +1,645.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling