+483.3%
CIEN vs VO
+833.6%
-350.3%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.3% | +7.5% | +7.1% |
| 7D | +8.7% | +0.2% | +8.5% | +9.5% |
| 30D | -26.9% | +2.0% | -28.9% | -28.1% |
| 3M | -23.6% | -0.3% | -23.3% | -22.2% |
| 6M | -49.1% | +7.3% | -56.4% | -52.7% |
| YTD | +26.6% | +15.0% | +11.6% | +8.4% |
| 1Y | +42.7% | +14.7% | +28.0% | +23.2% |
| 3Y | +570.8% | +67.3% | +503.5% | +267.2% |
| 5Y | +386.4% | +38.8% | +347.6% | +236.6% |
| 10Y | +1,261.7% | +201.6% | +1,060.2% | +216.9% |
| All | +483.3% | +833.6% | -350.3% | -72.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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