+501.6%
CIEN vs OPEN
-70.7%
+572.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +1.1% |
| 7D | -15.2% | -4.3% | -10.9% | -14.8% |
| 30D | -21.5% | -16.2% | -5.3% | -20.3% |
| 3M | -40.1% | -36.4% | -3.7% | -37.8% |
| 6M | -6.6% | -35.5% | +28.9% | -3.5% |
| YTD | +37.3% | -46.0% | +83.2% | +43.1% |
| 1Y | +174.5% | -47.1% | +221.7% | +177.2% |
| 3Y | +562.3% | -19.0% | +581.3% | +478.9% |
| 5Y | +463.9% | -83.6% | +547.5% | +396.7% |
| All | +501.6% | -70.7% | +572.3% | +425.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling