+1,460.5%
CIEN vs TXT
+100.3%
+1,360.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.4% | -1.2% |
| 7D | -4.6% | +0.8% | -5.4% | -4.9% |
| 30D | -12.8% | -10.4% | -2.4% | -8.6% |
| 3M | -23.1% | -14.3% | -8.7% | -17.9% |
| 6M | +6.1% | -15.1% | +21.2% | +13.9% |
| YTD | +44.5% | -8.3% | +52.8% | +49.0% |
| 1Y | +176.6% | -0.7% | +177.3% | +176.0% |
| 3Y | +601.0% | +6.0% | +595.0% | +574.3% |
| 5Y | +509.1% | +12.5% | +496.6% | +467.3% |
| 10Y | +1,460.5% | +103.2% | +1,357.3% | +914.8% |
| All | +1,460.5% | +100.3% | +1,360.2% | +914.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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