+304.6%
CIEN vs URA
+33.4%
+271.2%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +4.4% | +1.1% | +3.2% |
| 7D | -24.1% | -4.1% | -20.0% | -22.0% |
| 30D | -45.5% | -19.0% | -26.5% | -38.7% |
| 3M | -39.7% | -25.1% | -14.6% | -29.6% |
| 6M | -57.8% | -44.5% | -13.3% | -43.5% |
| YTD | +4.1% | -24.3% | +28.4% | +22.2% |
| 1Y | +20.8% | -28.1% | +48.9% | +45.2% |
| 3Y | +463.1% | +40.7% | +422.5% | +408.6% |
| All | +304.6% | +33.4% | +271.2% | +254.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling