+1,431.9%
CIEN vs WAB
+292.7%
+1,139.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | +5.4% | -0.2% | +5.6% | +5.5% |
| 30D | -13.7% | -5.9% | -7.8% | -11.1% |
| 3M | -23.0% | +9.4% | -32.4% | -26.5% |
| 6M | -0.8% | +13.8% | -14.7% | -6.5% |
| YTD | +43.1% | +31.8% | +11.3% | +26.3% |
| 1Y | +157.6% | +48.5% | +109.1% | +115.8% |
| 3Y | +593.8% | +167.0% | +426.9% | +363.5% |
| 5Y | +520.6% | +222.3% | +298.3% | +284.8% |
| All | +1,431.9% | +292.7% | +1,139.2% | +656.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded WAB 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling