+539.0%
CIEN vs U
+99.9%
+439.2%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +5.2% | -9.8% | -5.7% |
| 7D | +15.3% | +2.6% | +12.7% | +14.5% |
| 30D | -22.0% | +27.6% | -49.5% | -26.7% |
| 3M | -36.6% | +15.3% | -52.0% | -39.2% |
| 6M | -51.5% | +96.4% | -147.8% | -59.1% |
| YTD | +20.0% | +19.6% | +0.4% | +10.6% |
| 1Y | +44.5% | +42.1% | +2.3% | +27.4% |
| 3Y | +539.0% | +87.5% | +451.5% | +349.8% |
| All | +539.0% | +99.9% | +439.2% | +349.8% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 3y: compounded portfolio wealth divided by compounded U 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…
3y analysis · Full analysis span regression · 6 months rolling