+543.5%
CIEN vs TROW
-39.3%
+582.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.2% | +5.6% | +5.1% |
| 7D | +8.9% | -3.2% | +12.1% | +10.8% |
| 30D | -19.1% | -4.6% | -14.5% | -17.1% |
| 3M | -21.5% | -0.7% | -20.8% | -22.3% |
| 6M | +2.8% | +22.2% | -19.4% | -9.8% |
| YTD | +49.5% | +6.6% | +42.8% | +40.6% |
| 1Y | +163.8% | +5.8% | +158.0% | +148.8% |
| 3Y | +615.8% | +11.6% | +604.2% | +551.1% |
| All | +543.5% | -39.3% | +582.8% | +610.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 5y: compounded portfolio wealth divided by compounded TROW 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…
5y analysis · Full analysis span regression · 6 months rolling