+543.5%
CIEN vs SU
+348.9%
+194.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.1% | +4.6% | +4.5% |
| 7D | +8.9% | +2.2% | +6.7% | +8.3% |
| 30D | -19.1% | +8.4% | -27.5% | -20.7% |
| 3M | -21.5% | +12.1% | -33.6% | -23.8% |
| 6M | +2.8% | +19.7% | -16.8% | -2.4% |
| YTD | +49.5% | +58.4% | -9.0% | +32.4% |
| 1Y | +163.8% | +67.2% | +96.6% | +130.4% |
| 3Y | +615.8% | +125.0% | +490.8% | +480.5% |
| All | +543.5% | +348.9% | +194.6% | +375.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling