+1,438.7%
CIEN vs UAL
+103.3%
+1,335.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.8% | +9.1% | +7.0% |
| 7D | -5.3% | +3.5% | -8.7% | -6.1% |
| 30D | -17.2% | -16.5% | -0.8% | -13.7% |
| 3M | -26.9% | +2.8% | -29.6% | -27.4% |
| 6M | +16.0% | +17.6% | -1.5% | +11.3% |
| YTD | +45.9% | -3.2% | +49.1% | +45.7% |
| 1Y | +186.8% | +0.4% | +186.4% | +183.3% |
| 3Y | +607.8% | +128.2% | +479.6% | +475.6% |
| 5Y | +506.7% | +137.7% | +369.0% | +376.4% |
| 10Y | +1,438.7% | +99.1% | +1,339.6% | +1,072.8% |
| All | +1,438.7% | +103.3% | +1,335.4% | +1,072.8% |
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