+520.6%
CIEN vs OPEN
-85.3%
+605.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.7% | +5.6% | -0.4% |
| 7D | +5.4% | -10.5% | +15.9% | +6.5% |
| 30D | -13.7% | -21.8% | +8.1% | -11.6% |
| 3M | -23.0% | -37.5% | +14.5% | -19.8% |
| 6M | -0.8% | -44.1% | +43.3% | +4.2% |
| YTD | +43.1% | -52.0% | +95.0% | +51.4% |
| 1Y | +157.6% | -52.2% | +209.8% | +163.1% |
| 3Y | +593.8% | -25.9% | +619.7% | +503.0% |
| 5Y | +520.6% | -85.1% | +605.7% | +420.3% |
| All | +520.6% | -85.3% | +605.9% | +420.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling