+506.7%
CIEN vs WMB
+282.7%
+224.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.3% | +4.1% | +5.3% |
| 7D | -5.3% | +0.8% | -6.1% | -5.5% |
| 30D | -17.2% | +7.7% | -25.0% | -20.2% |
| 3M | -26.9% | +6.7% | -33.6% | -29.2% |
| 6M | +16.0% | +3.6% | +12.4% | +13.7% |
| YTD | +45.9% | +28.0% | +17.9% | +30.1% |
| 1Y | +186.8% | +37.6% | +149.2% | +145.4% |
| 3Y | +607.8% | +149.0% | +458.7% | +399.8% |
| 5Y | +506.7% | +285.3% | +221.4% | +303.6% |
| All | +506.7% | +282.7% | +224.1% | +303.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling