+174.5%
CIEN vs SWKS
+4.6%
+169.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.5% | -2.4% | 0.0% |
| 7D | -15.2% | +12.5% | -27.7% | -18.4% |
| 30D | -21.5% | +10.5% | -32.0% | -23.9% |
| 3M | -40.1% | -7.4% | -32.7% | -39.2% |
| 6M | -6.6% | +32.7% | -39.2% | -13.1% |
| YTD | +37.3% | +19.2% | +18.1% | +30.8% |
| 1Y | +174.5% | +2.4% | +172.2% | +174.0% |
| All | +174.5% | +4.6% | +169.9% | +174.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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