+1,146.8%
CIEN vs TECH
+187.6%
+959.3%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.1% | -4.5% | -4.6% |
| 7D | +15.3% | 0.0% | +15.2% | +15.3% |
| 30D | -22.0% | +0.4% | -22.4% | -22.1% |
| 3M | -36.6% | +1.0% | -37.6% | -36.8% |
| 6M | -51.5% | +62.7% | -114.1% | -59.1% |
| YTD | +20.0% | +24.3% | -4.4% | +7.4% |
| 1Y | +44.5% | +20.5% | +23.9% | +30.7% |
| 3Y | +539.0% | +29.3% | +509.7% | +431.7% |
| 5Y | +356.8% | -41.0% | +397.8% | +412.8% |
| All | +1,146.8% | +187.6% | +959.3% | +513.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling