+124.2%
CIEN vs UPS
+237.3%
-113.1%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.8% | +8.1% | +7.5% |
| 7D | -5.3% | -2.1% | -3.2% | -4.0% |
| 30D | -17.2% | -2.3% | -14.9% | -16.0% |
| 3M | -26.9% | -5.2% | -21.7% | -24.8% |
| 6M | +16.0% | +1.4% | +14.6% | +12.9% |
| YTD | +45.9% | +6.1% | +39.8% | +37.0% |
| 1Y | +186.8% | +27.0% | +159.8% | +135.3% |
| 3Y | +607.8% | -25.9% | +633.7% | +689.1% |
| 5Y | +506.7% | -34.6% | +541.3% | +614.0% |
| 10Y | +1,438.7% | +36.2% | +1,402.6% | +766.3% |
| All | +124.2% | +237.3% | -113.1% | -43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded UPS 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling