+451.0%
CIEN vs OPEN
-88.5%
+539.5%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.5% | +8.8% | +0.2% |
| 7D | +27.4% | -31.0% | +58.4% | +31.2% |
| 30D | -26.6% | -41.5% | +14.9% | -23.4% |
| 3M | -32.0% | -64.6% | +32.7% | -25.8% |
| 6M | -49.1% | -73.8% | +24.7% | -43.2% |
| YTD | +25.7% | -78.8% | +104.5% | +41.7% |
| 1Y | +40.3% | -86.8% | +127.1% | +64.5% |
| 3Y | +566.2% | -40.6% | +606.8% | +497.5% |
| 5Y | +378.7% | -94.7% | +473.4% | +361.1% |
| All | +451.0% | -88.5% | +539.5% | +420.2% |
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