+65.9%
LIN vs CIEN
+348.8%
-282.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | +0.2% |
| 7D | +2.0% | -9.3% | +11.3% | +2.5% |
| 30D | +7.9% | -39.5% | +47.4% | +11.5% |
| 3M | +6.3% | -29.8% | +36.1% | +8.0% |
| 6M | +6.5% | -50.4% | +56.8% | +11.1% |
| YTD | +23.6% | +16.3% | +7.2% | +15.1% |
| 1Y | +25.7% | +30.4% | -4.6% | +14.8% |
| 3Y | +35.6% | +516.6% | -481.0% | -11.6% |
| 5Y | +65.9% | +349.8% | -283.9% | +18.0% |
| All | +65.9% | +348.8% | -282.9% | +18.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling