+133.9%
HL vs CIEN
+179.1%
-45.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.6% | -2.9% |
| 7D | +1.5% | -15.2% | +16.7% | +7.7% |
| 30D | +25.1% | -21.5% | +46.5% | +35.8% |
| 3M | +22.9% | -40.1% | +63.0% | +48.2% |
| 6M | -4.9% | -6.6% | +1.7% | -10.7% |
| YTD | +7.8% | +37.3% | -29.4% | -18.9% |
| 1Y | +133.9% | +174.5% | -40.7% | -6.0% |
| All | +133.9% | +179.1% | -45.2% | -6.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling