+386.4%
CIEN vs SUI
-27.1%
+413.5%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.8% | +9.6% | +8.9% |
| 7D | +8.7% | -2.4% | +11.2% | +9.1% |
| 30D | -26.9% | +3.3% | -30.2% | -27.9% |
| 3M | -23.6% | +0.7% | -24.3% | -24.2% |
| 6M | -49.1% | -4.1% | -45.0% | -49.2% |
| YTD | +26.6% | -1.8% | +28.4% | +24.9% |
| 1Y | +42.7% | -4.1% | +46.8% | +41.9% |
| 3Y | +570.8% | +17.4% | +553.4% | +494.9% |
| 5Y | +386.4% | -27.0% | +413.4% | +440.8% |
| All | +386.4% | -27.1% | +413.5% | +440.8% |
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