+237.9%
INTU vs CIEN
+1,190.2%
-952.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.4% | +0.5% |
| 7D | -1.2% | -9.3% | +8.1% | -0.2% |
| 30D | +12.4% | -39.5% | +52.0% | +20.7% |
| 3M | +2.3% | -29.8% | +32.1% | +5.5% |
| 6M | -13.3% | -50.4% | +37.0% | -6.7% |
| YTD | -47.9% | +16.3% | -64.2% | -57.5% |
| 1Y | -47.2% | +30.4% | -77.5% | -58.8% |
| 3Y | -33.9% | +516.6% | -550.5% | -71.8% |
| 5Y | -41.3% | +349.8% | -391.1% | -72.6% |
| 10Y | +237.9% | +1,184.7% | -946.8% | +22.6% |
| All | +237.9% | +1,190.2% | -952.3% | +22.6% |
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