+1,500.5%
CIEN vs TEL
+316.2%
+1,184.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.6% | +0.9% | +2.0% |
| 7D | +8.9% | +1.6% | +7.3% | +7.6% |
| 30D | -19.1% | -0.7% | -18.4% | -18.9% |
| 3M | -21.5% | +2.4% | -23.9% | -23.6% |
| 6M | +2.8% | +4.1% | -1.3% | -1.3% |
| YTD | +49.5% | -5.8% | +55.3% | +53.2% |
| 1Y | +163.8% | +0.9% | +162.9% | +160.0% |
| 3Y | +615.8% | +72.6% | +543.2% | +393.6% |
| 5Y | +548.4% | +57.5% | +490.8% | +366.7% |
| All | +1,500.5% | +316.2% | +1,184.3% | +393.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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