+62.0%
CIEN vs SOLS
+25.7%
+36.3%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.6% | -4.0% | -4.2% |
| 7D | +15.3% | +14.0% | +1.3% | +6.7% |
| 30D | -22.0% | +10.0% | -31.9% | -25.2% |
| 3M | -36.6% | +5.8% | -42.5% | -38.0% |
| 6M | -51.5% | -25.2% | -26.3% | -44.8% |
| YTD | +20.0% | +36.5% | -16.6% | +11.1% |
| 1Y | +44.5% | +45.0% | -0.6% | +32.3% |
| All | +62.0% | +25.7% | +36.3% | +49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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