+1,438.7%
CIEN vs PWR
+2,399.9%
-961.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.3% | +4.0% | +4.9% |
| 7D | -5.3% | +4.5% | -9.8% | -7.8% |
| 30D | -17.2% | -4.9% | -12.4% | -14.7% |
| 3M | -26.9% | -7.9% | -19.0% | -23.0% |
| 6M | +16.0% | +18.3% | -2.3% | +7.5% |
| YTD | +45.9% | +51.5% | -5.6% | +19.1% |
| 1Y | +186.8% | +70.3% | +116.5% | +122.1% |
| 3Y | +607.8% | +210.6% | +397.2% | +315.9% |
| 5Y | +506.7% | +456.7% | +50.1% | +166.8% |
| 10Y | +1,438.7% | +2,396.1% | -957.3% | +171.1% |
| All | +1,438.7% | +2,399.9% | -961.2% | +171.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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