+1,500.5%
CIEN vs WU
-39.1%
+1,539.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.6% | +3.9% | +4.3% |
| 7D | +8.9% | -3.5% | +12.4% | +10.1% |
| 30D | -19.1% | -2.9% | -16.2% | -18.5% |
| 3M | -21.5% | -2.3% | -19.2% | -23.0% |
| 6M | +2.8% | -25.4% | +28.2% | +11.4% |
| YTD | +49.5% | -21.2% | +70.7% | +57.2% |
| 1Y | +163.8% | -8.9% | +172.7% | +159.4% |
| 3Y | +615.8% | -29.0% | +644.8% | +658.8% |
| 5Y | +548.4% | -50.7% | +599.1% | +691.9% |
| All | +1,500.5% | -39.1% | +1,539.6% | +1,560.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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