+509.1%
CIEN vs LNT
+31.1%
+478.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.7% |
| 7D | -4.6% | +0.2% | -4.7% | -4.6% |
| 30D | -12.8% | -0.5% | -12.3% | -12.6% |
| 3M | -23.1% | -5.5% | -17.5% | -22.2% |
| 6M | +6.1% | -3.8% | +9.9% | +6.8% |
| YTD | +44.5% | +6.8% | +37.7% | +41.9% |
| 1Y | +176.6% | +9.3% | +167.3% | +169.6% |
| 3Y | +601.0% | +47.9% | +553.0% | +511.2% |
| 5Y | +509.1% | +31.6% | +477.5% | +441.0% |
| All | +509.1% | +31.1% | +478.0% | +441.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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