+174.5%
CIEN vs TRV
+34.7%
+139.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.3% | +2.4% | 0.0% |
| 7D | -15.2% | -0.1% | -15.0% | -15.1% |
| 30D | -21.5% | -3.4% | -18.1% | -23.0% |
| 3M | -40.1% | +26.4% | -66.5% | -28.8% |
| 6M | -6.6% | +19.3% | -25.9% | +8.3% |
| YTD | +37.3% | +28.3% | +8.9% | +70.6% |
| 1Y | +174.5% | +34.3% | +140.3% | +248.0% |
| All | +174.5% | +34.7% | +139.8% | +248.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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