+516.6%
CIEN vs PLD
+37.2%
+479.3%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.4% | +1.2% |
| 7D | -9.3% | +0.8% | -10.1% | -9.5% |
| 30D | -39.5% | +0.5% | -40.0% | -39.6% |
| 3M | -29.8% | -5.5% | -24.3% | -27.8% |
| 6M | -50.4% | -8.3% | -42.0% | -48.7% |
| YTD | +16.3% | +4.3% | +12.0% | +12.4% |
| 1Y | +30.4% | +7.4% | +22.9% | +24.1% |
| 3Y | +516.6% | +37.1% | +479.5% | +389.8% |
| All | +516.6% | +37.2% | +479.3% | +389.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling