+1,491.7%
CIEN vs OKTA
+601.1%
+890.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.7% | +7.2% | +5.0% |
| 7D | +8.9% | -2.4% | +11.3% | +9.4% |
| 30D | -19.1% | +13.0% | -32.1% | -22.0% |
| 3M | -21.5% | +41.7% | -63.2% | -28.4% |
| 6M | +2.8% | +105.9% | -103.1% | -16.0% |
| YTD | +49.5% | +92.6% | -43.1% | +22.6% |
| 1Y | +163.8% | +81.1% | +82.7% | +119.6% |
| 3Y | +615.8% | +84.8% | +531.0% | +474.0% |
| 5Y | +548.4% | -34.4% | +582.8% | +507.1% |
| All | +1,491.7% | +601.1% | +890.7% | +846.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OKTA.
Daily Out/Under-Performance
Portfolio return minus OKTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKTA 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 OKTA 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