+624.9%
CIEN vs VIK
+225.3%
+399.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.5% | +1.0% |
| 7D | -4.6% | -0.8% | -3.8% | -4.1% |
| 30D | -12.8% | -18.0% | +5.2% | -2.2% |
| 3M | -23.1% | -5.8% | -17.3% | -20.1% |
| 6M | +6.1% | +17.2% | -11.1% | -4.1% |
| YTD | +44.5% | +19.1% | +25.4% | +28.5% |
| 1Y | +176.6% | +33.6% | +143.0% | +129.3% |
| All | +624.9% | +225.3% | +399.5% | +335.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling