+357.0%
CIEN vs PLTU
+129.7%
+227.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.4% | +3.4% | -0.3% |
| 7D | +5.4% | -17.7% | +23.1% | +8.5% |
| 30D | -13.7% | -12.5% | -1.2% | -12.7% |
| 3M | -23.0% | +39.5% | -62.5% | -31.0% |
| 6M | -0.8% | -7.0% | +6.1% | -6.4% |
| YTD | +43.1% | -38.1% | +81.1% | +44.5% |
| 1Y | +157.6% | -36.0% | +193.6% | +152.3% |
| All | +357.0% | +129.7% | +227.3% | +189.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded PLTU 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling