+38.3%
LIN vs CIEN
+516.0%
-477.7%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +10.7% | -9.7% | +0.8% |
| 7D | +0.1% | -5.3% | +5.4% | +0.1% |
| 30D | +7.6% | -40.1% | +47.7% | +8.4% |
| 3M | +6.5% | -34.7% | +41.2% | +7.1% |
| 6M | +6.2% | -50.9% | +57.1% | +7.6% |
| YTD | +23.2% | +15.2% | +8.1% | +19.8% |
| 1Y | +25.4% | +35.2% | -9.7% | +20.6% |
| 3Y | +38.3% | +522.6% | -484.3% | +19.9% |
| All | +38.3% | +516.0% | -477.7% | +19.9% |
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