+366.8%
CSCO vs ED
+104.2%
+262.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.3% |
| 7D | -0.5% | +0.5% | -1.0% | -0.7% |
| 30D | -10.1% | +1.1% | -11.2% | -10.4% |
| 3M | -11.7% | +4.6% | -16.4% | -13.2% |
| 6M | +40.1% | -2.0% | +42.1% | +40.3% |
| YTD | +43.8% | +11.7% | +32.1% | +37.9% |
| 1Y | +66.6% | +15.7% | +50.9% | +57.6% |
| 3Y | +108.5% | +34.4% | +74.2% | +83.1% |
| 5Y | +114.0% | +67.3% | +46.6% | +71.7% |
| 10Y | +366.8% | +104.0% | +262.8% | +255.2% |
| All | +366.8% | +104.2% | +262.6% | +255.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ED 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling