+1,261.7%
CIEN vs PCG
-76.4%
+1,338.1%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.0% | +9.8% | +8.9% |
| 7D | +8.7% | -2.2% | +11.0% | +9.0% |
| 30D | -26.9% | -0.5% | -26.4% | -26.9% |
| 3M | -23.6% | -24.0% | +0.4% | -22.1% |
| 6M | -49.1% | -18.6% | -30.5% | -48.4% |
| YTD | +26.6% | -17.7% | +44.3% | +28.2% |
| 1Y | +42.7% | -20.0% | +62.7% | +44.8% |
| 3Y | +570.8% | -20.2% | +591.1% | +579.2% |
| 5Y | +386.4% | +8.4% | +378.1% | +380.5% |
| 10Y | +1,261.7% | -76.4% | +1,338.1% | +1,282.4% |
| All | +1,261.7% | -76.4% | +1,338.1% | +1,282.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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