+1,225.5%
CIEN vs UUUU
-92.0%
+1,317.5%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.9% |
| 7D | -4.6% | +1.8% | -6.4% | -4.8% |
| 30D | -12.8% | +1.8% | -14.6% | -13.1% |
| 3M | -23.1% | +1.3% | -24.3% | -23.3% |
| 6M | +6.1% | -26.8% | +32.9% | +9.6% |
| YTD | +44.5% | +0.1% | +44.5% | +43.3% |
| 1Y | +176.6% | +11.2% | +165.4% | +167.9% |
| 3Y | +601.0% | +97.7% | +503.3% | +518.4% |
| 5Y | +509.1% | +127.3% | +381.8% | +410.8% |
| 10Y | +1,460.5% | +532.6% | +927.9% | +976.8% |
| All | +1,225.5% | -92.0% | +1,317.5% | +886.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling