+110.1%
CIEN vs WMB
+1,217.9%
-1,107.8%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.5% | +0.6% |
| 7D | -9.3% | -6.9% | -2.4% | -7.1% |
| 30D | -39.5% | -7.2% | -32.3% | -37.9% |
| 3M | -29.8% | -5.4% | -24.4% | -28.3% |
| 6M | -50.4% | -4.9% | -45.5% | -49.4% |
| YTD | +16.3% | +14.7% | +1.7% | +12.6% |
| 1Y | +30.4% | +14.7% | +15.6% | +26.1% |
| 3Y | +516.6% | +116.4% | +400.2% | +402.9% |
| 5Y | +349.8% | +198.5% | +151.2% | +233.3% |
| 10Y | +1,184.7% | +266.3% | +918.4% | +751.4% |
| All | +110.1% | +1,217.9% | -1,107.8% | +23.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling