+1,146.8%
CIEN vs PWR
+1,844.4%
-697.6%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.7% | -3.9% | -4.1% |
| 7D | +15.3% | +11.3% | +4.0% | +8.1% |
| 30D | -22.0% | -8.9% | -13.1% | -16.8% |
| 3M | -36.6% | -10.5% | -26.1% | -31.1% |
| 6M | -51.5% | -22.2% | -29.3% | -42.5% |
| YTD | +20.0% | +42.7% | -22.8% | +3.4% |
| 1Y | +44.5% | +41.1% | +3.3% | +25.8% |
| 3Y | +539.0% | +242.7% | +296.3% | +273.2% |
| 5Y | +356.8% | +418.5% | -61.7% | +115.7% |
| All | +1,146.8% | +1,844.4% | -697.6% | +177.4% |
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