+489.7%
HPE vs CIEN
+1,461.9%
-972.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -1.0% | -5.2% | -5.9% |
| 7D | +1.4% | +5.4% | -4.0% | -0.3% |
| 30D | +1.5% | -13.7% | +15.2% | +6.1% |
| 3M | +21.7% | -23.0% | +44.8% | +31.4% |
| 6M | +164.2% | -0.8% | +165.0% | +159.6% |
| YTD | +132.1% | +43.1% | +89.0% | +97.3% |
| 1Y | +130.6% | +157.6% | -27.0% | +58.0% |
| 3Y | +244.1% | +593.8% | -349.7% | +59.8% |
| 5Y | +340.8% | +520.6% | -179.8% | +105.3% |
| All | +489.7% | +1,461.9% | -972.2% | +118.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling