+543.5%
CIEN vs KWEB
-42.7%
+586.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.7% | +3.8% | +4.3% |
| 7D | +8.9% | -5.6% | +14.5% | +10.3% |
| 30D | -19.1% | -10.7% | -8.4% | -17.0% |
| 3M | -21.5% | -7.4% | -14.1% | -20.4% |
| 6M | +2.8% | -19.3% | +22.1% | +7.9% |
| YTD | +49.5% | -27.8% | +77.2% | +60.4% |
| 1Y | +163.8% | -35.9% | +199.7% | +190.7% |
| 3Y | +615.8% | -1.9% | +617.8% | +612.9% |
| All | +543.5% | -42.7% | +586.2% | +556.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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