+543.5%
CIEN vs NVMI
+261.9%
+281.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.6% | +2.9% | +3.7% |
| 7D | +8.9% | -0.1% | +9.0% | +9.0% |
| 30D | -19.1% | -8.4% | -10.7% | -15.3% |
| 3M | -21.5% | -33.6% | +12.1% | -4.0% |
| 6M | +2.8% | -14.7% | +17.5% | +11.6% |
| YTD | +49.5% | +13.2% | +36.2% | +41.2% |
| 1Y | +163.8% | +29.0% | +134.8% | +135.3% |
| 3Y | +615.8% | +215.0% | +400.8% | +319.5% |
| All | +543.5% | +261.9% | +281.6% | +247.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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