+543.5%
CIEN vs KEEL
-34.6%
+578.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.8% | +0.7% | +3.9% |
| 7D | +8.9% | +2.9% | +6.0% | +8.4% |
| 30D | -19.1% | +0.8% | -19.9% | -19.6% |
| 3M | -21.5% | -35.3% | +13.8% | -16.8% |
| 6M | +2.8% | +59.4% | -56.6% | -5.1% |
| YTD | +49.5% | +51.9% | -2.5% | +37.3% |
| 1Y | +163.8% | +75.0% | +88.8% | +132.5% |
| 3Y | +615.8% | +224.5% | +391.3% | +438.2% |
| All | +543.5% | -34.6% | +578.1% | +408.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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