+1,188.7%
CIEN vs UAL
+106.7%
+1,082.0%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +6.8% | +3.9% | +9.0% |
| 7D | -5.3% | +10.2% | -15.5% | -7.5% |
| 30D | -40.1% | +12.0% | -52.1% | -41.7% |
| 3M | -34.7% | -7.1% | -27.6% | -33.6% |
| 6M | -50.9% | +20.9% | -71.7% | -53.2% |
| YTD | +15.2% | +7.7% | +7.5% | +12.2% |
| 1Y | +35.2% | +23.6% | +11.6% | +27.6% |
| 3Y | +522.6% | +222.6% | +300.0% | +374.0% |
| 5Y | +344.2% | +127.9% | +216.3% | +249.0% |
| 10Y | +1,188.7% | +100.2% | +1,088.5% | +968.6% |
| All | +1,188.7% | +106.7% | +1,082.0% | +968.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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