+678.3%
DELL vs CIEN
+600.5%
+77.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.2% | +0.7% |
| 7D | +8.7% | -4.6% | +13.3% | +10.3% |
| 30D | +16.9% | -12.8% | +29.7% | +22.9% |
| 3M | +40.4% | -23.1% | +63.5% | +55.0% |
| 6M | +267.1% | +6.1% | +261.0% | +240.4% |
| YTD | +329.1% | +44.5% | +284.6% | +238.0% |
| 1Y | +346.9% | +176.6% | +170.3% | +150.2% |
| All | +678.3% | +600.5% | +77.8% | +156.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CIEN.
Daily Out/Under-Performance
Portfolio return minus CIEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIEN 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 CIEN 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