+1,460.5%
CIEN vs MUB
+17.4%
+1,443.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.4% | -0.5% |
| 7D | -4.6% | -0.7% | -3.9% | -3.9% |
| 30D | -12.8% | -2.0% | -10.9% | -11.1% |
| 3M | -23.1% | -2.5% | -20.5% | -21.1% |
| 6M | +6.1% | -2.3% | +8.4% | +8.7% |
| YTD | +44.5% | -1.3% | +45.8% | +46.8% |
| 1Y | +176.6% | +1.1% | +175.5% | +175.5% |
| 3Y | +601.0% | +8.2% | +592.7% | +553.2% |
| 5Y | +509.1% | +1.5% | +507.6% | +499.8% |
| 10Y | +1,460.5% | +17.6% | +1,442.9% | +1,556.9% |
| All | +1,460.5% | +17.4% | +1,443.1% | +1,556.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 10y: compounded portfolio wealth divided by compounded MUB 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…
10y analysis · Full analysis span regression · 6 months rolling