+304.4%
CIEN vs PLTU
+134.3%
+170.1%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +4.3% | +4.5% | +8.0% |
| 7D | +8.7% | -0.9% | +9.7% | +9.2% |
| 30D | -26.9% | -34.7% | +7.8% | -21.1% |
| 3M | -23.6% | -10.8% | -12.8% | -22.4% |
| 6M | -49.1% | +24.1% | -73.2% | -53.6% |
| YTD | +26.6% | -36.8% | +63.4% | +28.3% |
| 1Y | +42.7% | -47.0% | +89.7% | +49.5% |
| All | +304.4% | +134.3% | +170.1% | +157.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling