+499.2%
NOW vs CIEN
+1,137.4%
-638.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.5% | -5.8% | -1.5% |
| 7D | -3.0% | -24.1% | +21.1% | +2.3% |
| 30D | -26.0% | -45.5% | +19.4% | -16.8% |
| 3M | -13.1% | -39.7% | +26.6% | -5.8% |
| 6M | +14.5% | -57.8% | +72.3% | +31.5% |
| YTD | -33.4% | +4.1% | -37.5% | -44.7% |
| 1Y | -40.6% | +20.8% | -61.4% | -53.6% |
| 3Y | -16.3% | +463.1% | -479.5% | -65.4% |
| 5Y | -26.3% | +302.3% | -328.6% | -66.2% |
| All | +499.2% | +1,137.4% | -638.2% | +86.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling