+1,206.6%
CIEN vs PLD
+268.0%
+938.6%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.1% |
| 7D | +27.4% | 0.0% | +27.4% | +27.5% |
| 30D | -26.6% | -3.7% | -22.8% | -25.1% |
| 3M | -32.0% | -7.9% | -24.0% | -29.2% |
| 6M | -49.1% | -9.2% | -39.8% | -47.1% |
| YTD | +25.7% | +3.1% | +22.7% | +22.5% |
| 1Y | +40.3% | +6.2% | +34.1% | +34.7% |
| 3Y | +566.2% | +35.4% | +530.8% | +454.3% |
| 5Y | +378.7% | +0.1% | +378.6% | +352.4% |
| All | +1,206.6% | +268.0% | +938.6% | +584.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 PLD 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