+533.4%
CIEN vs OPEN
-72.1%
+605.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.3% | -0.8% |
| 7D | -4.6% | -2.9% | -1.7% | -4.3% |
| 30D | -12.8% | -13.8% | +1.0% | -11.7% |
| 3M | -23.1% | -30.9% | +7.8% | -20.8% |
| 6M | +6.1% | -40.9% | +47.1% | +10.6% |
| YTD | +44.5% | -48.5% | +93.1% | +51.4% |
| 1Y | +176.6% | -50.9% | +227.5% | +181.5% |
| 3Y | +601.0% | -20.6% | +621.6% | +513.7% |
| 5Y | +509.1% | -84.2% | +593.3% | +438.6% |
| All | +533.4% | -72.1% | +605.5% | +455.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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