+543.5%
CIEN vs UUUU
+79.1%
+464.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -5.0% | +9.5% | +5.5% |
| 7D | +8.9% | -10.5% | +19.4% | +11.4% |
| 30D | -19.1% | -10.5% | -8.6% | -17.4% |
| 3M | -21.5% | -14.1% | -7.4% | -19.4% |
| 6M | +2.8% | -35.5% | +38.3% | +11.0% |
| YTD | +49.5% | -10.9% | +60.4% | +50.5% |
| 1Y | +163.8% | +3.4% | +160.5% | +152.5% |
| 3Y | +615.8% | +73.1% | +542.7% | +482.4% |
| All | +543.5% | +79.1% | +464.4% | +396.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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