+398.8%
HL vs CIEN
+593.4%
-194.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.0% | -3.0% | -3.7% |
| 7D | -5.6% | +5.4% | -11.0% | -7.1% |
| 30D | +12.7% | -13.7% | +26.4% | +16.6% |
| 3M | +42.5% | -23.0% | +65.5% | +50.9% |
| 6M | -9.0% | -0.8% | -8.2% | -11.2% |
| YTD | +4.4% | +43.1% | -38.7% | -8.0% |
| 1Y | +82.7% | +157.6% | -75.0% | +42.1% |
| All | +398.8% | +593.4% | -194.6% | +175.6% |
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