+463.1%
CIEN vs WMB
+97.7%
+365.4%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.3% | +5.7% | +5.6% |
| 7D | -24.1% | -13.8% | -10.3% | -15.4% |
| 30D | -45.5% | -10.3% | -35.2% | -40.7% |
| 3M | -39.7% | -10.1% | -29.7% | -34.6% |
| 6M | -57.8% | -11.8% | -46.0% | -53.8% |
| YTD | +4.1% | +8.9% | -4.9% | +1.1% |
| 1Y | +20.8% | +14.0% | +6.8% | +13.7% |
| 3Y | +463.1% | +100.5% | +362.6% | +349.4% |
| All | +463.1% | +97.7% | +365.4% | +349.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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