+1,500.5%
CIEN vs TRI
+196.2%
+1,304.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.7% | +2.8% | +4.3% |
| 7D | +8.9% | -7.9% | +16.8% | +9.9% |
| 30D | -19.1% | -4.5% | -14.6% | -19.0% |
| 3M | -21.5% | +22.1% | -43.6% | -26.3% |
| 6M | +2.8% | -2.8% | +5.6% | +1.2% |
| YTD | +49.5% | -23.4% | +72.9% | +59.1% |
| 1Y | +163.8% | -41.5% | +205.3% | +218.5% |
| 3Y | +615.8% | -19.2% | +635.0% | +613.4% |
| 5Y | +548.4% | -9.4% | +557.8% | +495.4% |
| All | +1,500.5% | +196.2% | +1,304.2% | +751.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling