+1,146.8%
CIEN vs WCC
+431.3%
+715.5%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.7% | -2.9% | -3.9% |
| 7D | +15.3% | +9.9% | +5.3% | +11.1% |
| 30D | -22.0% | -8.4% | -13.5% | -18.2% |
| 3M | -36.6% | -10.3% | -26.3% | -32.6% |
| 6M | -51.5% | -10.5% | -41.0% | -48.1% |
| YTD | +20.0% | +32.2% | -12.2% | +11.6% |
| 1Y | +44.5% | +25.5% | +18.9% | +37.1% |
| 3Y | +539.0% | +134.7% | +404.4% | +379.6% |
| 5Y | +356.8% | +139.9% | +216.9% | +225.0% |
| All | +1,146.8% | +431.3% | +715.5% | +549.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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