+593.9%
CIEN vs NXT
+171.8%
+422.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.6% | +2.6% | -0.1% |
| 7D | -4.6% | -0.2% | -4.3% | -4.5% |
| 30D | -12.8% | -20.0% | +7.1% | -7.9% |
| 3M | -23.1% | -30.9% | +7.9% | -16.2% |
| 6M | +6.1% | -23.8% | +29.9% | +13.0% |
| YTD | +44.5% | -5.4% | +50.0% | +47.5% |
| 1Y | +176.6% | +28.0% | +148.6% | +170.1% |
| 3Y | +601.0% | +93.3% | +507.6% | +525.0% |
| All | +593.9% | +171.8% | +422.1% | +497.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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