+174.5%
CIEN vs TRI
-38.3%
+212.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.4% | +6.6% | -1.8% |
| 7D | -15.2% | -0.5% | -14.7% | -15.0% |
| 30D | -21.5% | +7.9% | -29.4% | -17.5% |
| 3M | -40.1% | +24.1% | -64.1% | -30.7% |
| 6M | -6.6% | +3.8% | -10.4% | +5.6% |
| YTD | +37.3% | -16.9% | +54.1% | +42.1% |
| 1Y | +174.5% | -38.4% | +212.9% | +169.0% |
| All | +174.5% | -38.3% | +212.8% | +169.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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