+607.8%
CIEN vs WEC
+42.2%
+565.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.1% | +5.3% | +6.3% |
| 7D | -5.3% | +0.8% | -6.1% | -5.3% |
| 30D | -17.2% | +0.3% | -17.6% | -17.3% |
| 3M | -26.9% | -2.9% | -23.9% | -27.1% |
| 6M | +16.0% | -5.9% | +21.9% | +15.6% |
| YTD | +45.9% | +4.1% | +41.8% | +47.0% |
| 1Y | +186.8% | +3.1% | +183.7% | +188.4% |
| 3Y | +607.8% | +40.8% | +567.0% | +598.8% |
| All | +607.8% | +42.2% | +565.6% | +598.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling