+569.7%
CIEN vs PCG
-21.0%
+590.7%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.5% |
| 7D | +27.4% | -2.0% | +29.3% | +27.9% |
| 30D | -26.6% | -2.7% | -23.9% | -26.1% |
| 3M | -32.0% | -25.1% | -6.9% | -27.9% |
| 6M | -49.1% | -22.3% | -26.8% | -46.8% |
| YTD | +25.7% | -18.5% | +44.2% | +31.2% |
| 1Y | +40.3% | -21.8% | +62.2% | +48.5% |
| All | +569.7% | -21.0% | +590.7% | +585.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling