+424.9%
LRCX vs CIEN
+502.7%
-77.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.0% | -4.6% | -5.1% |
| 7D | +1.8% | +5.4% | -3.6% | -0.9% |
| 30D | -4.3% | -13.7% | +9.4% | +2.3% |
| 3M | -7.3% | -23.0% | +15.7% | +6.1% |
| 6M | +38.6% | -0.8% | +39.4% | +36.7% |
| YTD | +74.4% | +43.1% | +31.4% | +41.0% |
| 1Y | +179.1% | +157.6% | +21.5% | +68.1% |
| 3Y | +357.7% | +593.8% | -236.1% | +48.0% |
| 5Y | +424.9% | +520.6% | -95.7% | +84.4% |
| All | +424.9% | +502.7% | -77.8% | +84.4% |
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