+607.8%
CIEN vs MUB
+8.8%
+599.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | 0.0% | +6.3% | +6.3% |
| 7D | -5.3% | -0.3% | -5.0% | -5.0% |
| 30D | -17.2% | -1.5% | -15.7% | -15.9% |
| 3M | -26.9% | -1.9% | -24.9% | -25.4% |
| 6M | +16.0% | -1.7% | +17.7% | +17.9% |
| YTD | +45.9% | -0.8% | +46.7% | +47.9% |
| 1Y | +186.8% | +1.5% | +185.3% | +188.3% |
| 3Y | +607.8% | +8.8% | +599.0% | +538.5% |
| All | +607.8% | +8.8% | +599.0% | +538.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling