+36.7%
LIN vs CIEN
+538.9%
-502.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.6% | +5.3% | +0.7% |
| 7D | +2.1% | +15.3% | -13.2% | +1.9% |
| 30D | +6.8% | -22.0% | +28.8% | +7.1% |
| 3M | +10.4% | -36.6% | +47.0% | +11.1% |
| 6M | +3.2% | -51.5% | +54.6% | +4.7% |
| YTD | +24.6% | +20.0% | +4.6% | +21.1% |
| 1Y | +24.4% | +44.5% | -20.1% | +19.4% |
| 3Y | +36.7% | +539.0% | -502.3% | +20.2% |
| All | +36.7% | +538.9% | -502.2% | +20.2% |
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