+1,500.5%
CIEN vs VNQ
+64.0%
+1,436.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.7% | +3.8% | +4.0% |
| 7D | +8.9% | -1.3% | +10.2% | +9.9% |
| 30D | -19.1% | -2.6% | -16.5% | -17.7% |
| 3M | -21.5% | -2.0% | -19.5% | -21.0% |
| 6M | +2.8% | +4.3% | -1.5% | -1.0% |
| YTD | +49.5% | +9.2% | +40.2% | +39.3% |
| 1Y | +163.8% | +5.6% | +158.2% | +151.4% |
| 3Y | +615.8% | +30.8% | +585.0% | +487.3% |
| 5Y | +548.4% | +8.0% | +540.4% | +502.3% |
| All | +1,500.5% | +64.0% | +1,436.4% | +997.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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