+477.0%
CIEN vs PCG
+58.3%
+418.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.4% | -1.3% | +0.5% |
| 7D | -15.2% | -13.9% | -1.3% | -12.6% |
| 30D | -21.5% | -16.9% | -4.6% | -18.3% |
| 3M | -40.1% | -14.7% | -25.3% | -38.4% |
| 6M | -6.6% | -23.8% | +17.3% | -0.3% |
| YTD | +37.3% | -10.5% | +47.8% | +39.8% |
| 1Y | +174.5% | -5.1% | +179.7% | +173.8% |
| 3Y | +562.3% | -11.6% | +573.9% | +562.7% |
| All | +477.0% | +58.3% | +418.7% | +381.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling