+649.6%
CIEN vs VIK
+225.1%
+424.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.2% | +3.3% | +3.8% |
| 7D | +8.9% | -0.9% | +9.8% | +9.5% |
| 30D | -19.1% | -18.4% | -0.7% | -9.1% |
| 3M | -21.5% | -8.8% | -12.7% | -16.9% |
| 6M | +2.8% | +17.1% | -14.3% | -7.1% |
| YTD | +49.5% | +19.0% | +30.4% | +33.0% |
| 1Y | +163.8% | +30.1% | +133.7% | +122.4% |
| All | +649.6% | +225.1% | +424.5% | +350.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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