+697.7%
CIEN vs KVUE
-20.4%
+718.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.1% | +4.5% | +4.5% |
| 7D | +8.9% | -5.1% | +14.0% | +8.7% |
| 30D | -19.1% | -6.3% | -12.8% | -19.3% |
| 3M | -21.5% | -0.5% | -21.0% | -21.7% |
| 6M | +2.8% | +3.1% | -0.3% | +2.5% |
| YTD | +49.5% | +6.7% | +42.8% | +49.0% |
| 1Y | +163.8% | -1.1% | +164.9% | +164.2% |
| 3Y | +615.8% | -8.7% | +624.6% | +620.2% |
| All | +697.7% | -20.4% | +718.1% | +728.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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