+1,460.5%
CIEN vs MSI
+593.5%
+866.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.6% |
| 7D | -4.6% | -4.0% | -0.6% | -2.3% |
| 30D | -12.8% | -0.5% | -12.4% | -12.8% |
| 3M | -23.1% | +11.4% | -34.5% | -28.6% |
| 6M | +6.1% | +1.0% | +5.1% | +3.5% |
| YTD | +44.5% | +20.7% | +23.9% | +26.0% |
| 1Y | +176.6% | -2.7% | +179.3% | +173.9% |
| 3Y | +601.0% | +68.2% | +532.8% | +390.3% |
| 5Y | +509.1% | +100.0% | +409.2% | +278.8% |
| 10Y | +1,460.5% | +596.9% | +863.6% | +376.1% |
| All | +1,460.5% | +593.5% | +866.9% | +376.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded MSI 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling