+1,146.8%
CIEN vs PFGC
+351.0%
+795.9%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.1% | -5.7% | -4.8% |
| 7D | +15.3% | +3.4% | +11.8% | +14.6% |
| 30D | -22.0% | +16.9% | -38.9% | -24.9% |
| 3M | -36.6% | +6.4% | -43.0% | -37.9% |
| 6M | -51.5% | +16.0% | -67.5% | -53.6% |
| YTD | +20.0% | +23.6% | -3.7% | +12.7% |
| 1Y | +44.5% | +16.6% | +27.8% | +37.4% |
| 3Y | +539.0% | +82.3% | +456.8% | +454.3% |
| 5Y | +356.8% | +138.7% | +218.1% | +274.2% |
| All | +1,146.8% | +351.0% | +795.9% | +716.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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