+588.4%
CIEN vs VIK
+228.1%
+360.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +1.0% |
| 7D | -15.2% | -3.0% | -12.1% | -13.7% |
| 30D | -21.5% | -20.7% | -0.7% | -10.2% |
| 3M | -40.1% | -4.6% | -35.4% | -38.2% |
| 6M | -6.6% | +14.0% | -20.6% | -14.1% |
| YTD | +37.3% | +20.2% | +17.1% | +21.4% |
| 1Y | +174.5% | +36.0% | +138.5% | +125.2% |
| All | +588.4% | +228.1% | +360.3% | +311.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling