+66.7%
CIEN vs PWR
+8,583.6%
-8,516.9%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +0.8% |
| 7D | -15.2% | +3.6% | -18.8% | -16.5% |
| 30D | -21.5% | -8.6% | -12.9% | -18.5% |
| 3M | -40.1% | -13.2% | -26.9% | -36.1% |
| 6M | -6.6% | +9.9% | -16.5% | -8.5% |
| YTD | +37.3% | +48.0% | -10.8% | +19.6% |
| 1Y | +174.5% | +66.2% | +108.4% | +129.7% |
| 3Y | +562.3% | +195.1% | +367.2% | +343.3% |
| 5Y | +463.9% | +442.6% | +21.4% | +191.1% |
| 10Y | +1,302.4% | +2,334.2% | -1,031.9% | +287.5% |
| All | +66.7% | +8,583.6% | -8,516.9% | -84.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling