+86.4%
F vs CIEN
+1,400.2%
-1,313.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +6.3% | -10.6% | -5.6% |
| 7D | +1.2% | -5.3% | +6.4% | +2.1% |
| 30D | +1.2% | -17.2% | +18.5% | +4.7% |
| 3M | -5.7% | -26.9% | +21.2% | -0.7% |
| 6M | +17.9% | +16.0% | +1.9% | +8.4% |
| YTD | +10.4% | +45.9% | -35.5% | -5.8% |
| 1Y | +25.3% | +186.8% | -161.5% | -11.8% |
| 3Y | +37.5% | +607.8% | -570.3% | -31.2% |
| 5Y | +46.5% | +506.7% | -460.2% | -24.8% |
| 10Y | +86.4% | +1,438.7% | -1,352.3% | -23.8% |
| All | +86.4% | +1,400.2% | -1,313.8% | -23.8% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling