+520.6%
CIEN vs VIVK
-100.0%
+620.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.4% | -3.4% | -1.0% |
| 7D | +5.4% | -9.5% | +14.9% | +5.5% |
| 30D | -13.7% | -35.1% | +21.4% | -13.4% |
| 3M | -23.0% | -93.4% | +70.3% | -22.0% |
| 6M | -0.8% | -98.0% | +97.1% | +0.8% |
| YTD | +43.1% | -97.9% | +140.9% | +45.1% |
| 1Y | +157.6% | -100.0% | +257.6% | +159.8% |
| 3Y | +593.8% | -100.0% | +693.8% | +597.6% |
| 5Y | +520.6% | -100.0% | +620.6% | +517.8% |
| All | +520.6% | -100.0% | +620.6% | +517.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 VIVK 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