+174.5%
CIEN vs ROIV
+177.7%
-3.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.4% | +0.5% |
| 7D | -15.2% | +0.6% | -15.8% | -15.4% |
| 30D | -21.5% | +1.0% | -22.4% | -21.8% |
| 3M | -40.1% | +18.3% | -58.4% | -43.1% |
| 6M | -6.6% | +18.3% | -24.9% | -12.3% |
| YTD | +37.3% | +61.0% | -23.7% | +14.5% |
| 1Y | +174.5% | +177.9% | -3.3% | +109.4% |
| All | +174.5% | +177.7% | -3.1% | +109.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling