+425.7%
CIEN vs OPEN
-88.9%
+514.7%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -3.6% | -0.9% | -4.2% |
| 7D | +15.3% | -15.0% | +30.3% | +16.9% |
| 30D | -22.0% | -40.2% | +18.2% | -18.9% |
| 3M | -36.6% | -67.4% | +30.8% | -30.4% |
| 6M | -51.5% | -74.0% | +22.6% | -45.8% |
| YTD | +20.0% | -79.6% | +99.5% | +35.7% |
| 1Y | +44.5% | -86.1% | +130.6% | +68.6% |
| 3Y | +539.0% | -41.4% | +580.4% | +473.8% |
| 5Y | +356.8% | -94.9% | +451.7% | +341.5% |
| All | +425.7% | -88.9% | +514.7% | +398.1% |
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