+1,460.5%
CIEN vs WEC
+141.2%
+1,319.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.1% | -0.7% |
| 7D | -4.6% | +0.4% | -5.0% | -4.7% |
| 30D | -12.8% | +0.9% | -13.7% | -13.1% |
| 3M | -23.1% | -5.3% | -17.7% | -22.1% |
| 6M | +6.1% | -6.6% | +12.7% | +7.8% |
| YTD | +44.5% | +3.3% | +41.3% | +43.1% |
| 1Y | +176.6% | +2.1% | +174.6% | +174.0% |
| 3Y | +601.0% | +39.6% | +561.4% | +521.6% |
| 5Y | +509.1% | +31.2% | +478.0% | +446.8% |
| 10Y | +1,460.5% | +148.4% | +1,312.0% | +1,134.0% |
| All | +1,460.5% | +141.2% | +1,319.3% | +1,134.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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