+361.0%
LIN vs CIEN
+1,266.0%
-905.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -1.1% |
| 7D | -2.1% | -15.2% | +13.1% | +0.1% |
| 30D | -2.4% | -21.5% | +19.1% | +0.5% |
| 3M | -5.6% | -40.1% | +34.5% | +0.6% |
| 6M | -3.4% | -6.6% | +3.2% | -6.2% |
| YTD | +13.1% | +37.3% | -24.1% | +1.6% |
| 1Y | +2.5% | +174.5% | -172.1% | -20.6% |
| 3Y | +27.6% | +562.3% | -534.7% | -23.2% |
| 5Y | +63.0% | +463.9% | -400.9% | -0.6% |
| All | +361.0% | +1,266.0% | -905.0% | +127.3% |
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