+509.1%
CIEN vs MKC
-34.7%
+543.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -1.0% |
| 7D | -4.6% | -4.3% | -0.3% | -4.6% |
| 30D | -12.8% | -3.1% | -9.7% | -12.9% |
| 3M | -23.1% | +6.8% | -29.9% | -23.3% |
| 6M | +6.1% | -18.3% | +24.4% | +8.2% |
| YTD | +44.5% | -23.1% | +67.6% | +48.3% |
| 1Y | +176.6% | -23.7% | +200.3% | +183.6% |
| 3Y | +601.0% | -31.0% | +632.0% | +626.2% |
| 5Y | +509.1% | -33.5% | +542.6% | +507.7% |
| All | +509.1% | -34.7% | +543.8% | +507.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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