+42.8%
LRCX vs CIEN
+49.1%
-6.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -9.3% | +5.3% | +0.9% |
| 7D | -12.8% | -25.0% | +12.3% | +1.2% |
| 30D | -36.0% | -30.1% | -5.8% | -24.2% |
| 3M | -30.2% | -33.8% | +3.5% | -16.0% |
| 6M | -14.2% | -49.4% | +35.2% | +17.3% |
| YTD | +29.7% | +16.4% | +13.3% | +15.0% |
| 1Y | +42.8% | +48.9% | -6.1% | +6.3% |
| All | +42.8% | +49.1% | -6.3% | +6.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling