+1,431.9%
CIEN vs WCC
+518.6%
+913.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.2% | +2.2% | +0.2% |
| 7D | +5.4% | +1.7% | +3.7% | +4.7% |
| 30D | -13.7% | -6.1% | -7.6% | -11.4% |
| 3M | -23.0% | +3.1% | -26.1% | -23.6% |
| 6M | -0.8% | +28.2% | -29.1% | -8.1% |
| YTD | +43.1% | +41.1% | +2.0% | +27.4% |
| 1Y | +157.6% | +61.3% | +96.3% | +119.4% |
| 3Y | +593.8% | +123.6% | +470.2% | +414.8% |
| 5Y | +520.6% | +214.8% | +305.8% | +295.3% |
| All | +1,431.9% | +518.6% | +913.3% | +592.5% |
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