+1,438.7%
CIEN vs PCG
-75.0%
+1,513.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.6% | +2.7% | +6.0% |
| 7D | -5.3% | +5.4% | -10.7% | -5.7% |
| 30D | -17.2% | -15.1% | -2.1% | -16.4% |
| 3M | -26.9% | -9.8% | -17.1% | -26.6% |
| 6M | +16.0% | -18.0% | +34.0% | +17.5% |
| YTD | +45.9% | -7.2% | +53.2% | +46.4% |
| 1Y | +186.8% | +2.9% | +183.9% | +185.1% |
| 3Y | +607.8% | -11.1% | +618.9% | +610.0% |
| 5Y | +506.7% | +61.8% | +445.0% | +483.4% |
| 10Y | +1,438.7% | -75.2% | +1,513.9% | +1,490.0% |
| All | +1,438.7% | -75.0% | +1,513.7% | +1,490.0% |
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