+174.5%
CIEN vs SU
+70.8%
+103.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.3% | +2.4% | +1.4% |
| 7D | -15.2% | +2.9% | -18.1% | -15.8% |
| 30D | -21.5% | +7.2% | -28.7% | -22.7% |
| 3M | -40.1% | +2.8% | -42.9% | -39.7% |
| 6M | -6.6% | +18.2% | -24.8% | -15.5% |
| YTD | +37.3% | +54.0% | -16.7% | +6.6% |
| 1Y | +174.5% | +70.1% | +104.4% | +99.0% |
| All | +174.5% | +70.8% | +103.8% | +99.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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