+477.0%
CIEN vs SUI
-32.0%
+509.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.5% | +1.2% |
| 7D | -15.2% | -2.8% | -12.3% | -14.5% |
| 30D | -21.5% | -1.2% | -20.3% | -21.2% |
| 3M | -40.1% | -1.7% | -38.3% | -40.3% |
| 6M | -6.6% | -10.5% | +3.9% | -4.1% |
| YTD | +37.3% | -1.8% | +39.1% | +36.3% |
| 1Y | +174.5% | -4.1% | +178.6% | +174.0% |
| 3Y | +562.3% | +11.3% | +551.0% | +505.5% |
| All | +477.0% | -32.0% | +509.0% | +536.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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