+1,184.7%
CIEN vs URA
+289.1%
+895.6%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +2.5% | +9.3% | +10.7% |
| 7D | -9.3% | +0.3% | -9.6% | -9.0% |
| 30D | -39.5% | -14.8% | -24.7% | -34.3% |
| 3M | -29.8% | -25.3% | -4.5% | -19.3% |
| 6M | -50.4% | -39.9% | -10.4% | -37.4% |
| YTD | +16.3% | -22.4% | +38.8% | +32.8% |
| 1Y | +30.4% | -29.0% | +59.3% | +54.1% |
| 3Y | +516.6% | +41.0% | +475.6% | +452.9% |
| 5Y | +349.8% | +38.3% | +311.4% | +289.2% |
| 10Y | +1,184.7% | +276.1% | +908.6% | +630.0% |
| All | +1,184.7% | +289.1% | +895.6% | +630.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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