+1,184.7%
CIEN vs URI
+1,189.1%
-4.4%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.1% | +3.1% | +1.8% |
| 7D | -9.3% | -6.0% | -3.3% | -6.6% |
| 30D | -39.5% | +4.6% | -44.1% | -40.2% |
| 3M | -29.8% | -2.7% | -27.1% | -28.7% |
| 6M | -50.4% | +18.4% | -68.7% | -53.2% |
| YTD | +16.3% | +37.4% | -21.0% | +1.3% |
| 1Y | +30.4% | +30.4% | 0.0% | +16.0% |
| 3Y | +516.6% | +147.9% | +368.7% | +327.4% |
| 5Y | +349.8% | +202.1% | +147.7% | +181.1% |
| 10Y | +1,184.7% | +1,182.4% | +2.3% | +379.5% |
| All | +1,184.7% | +1,189.1% | -4.4% | +379.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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