+504.6%
NOW vs CIEN
+1,252.1%
-747.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +10.7% | -9.9% | -1.5% |
| 7D | -3.1% | -5.3% | +2.2% | -2.3% |
| 30D | -27.0% | -40.1% | +13.1% | -19.6% |
| 3M | -17.7% | -34.7% | +17.0% | -12.4% |
| 6M | +12.7% | -50.9% | +63.6% | +25.0% |
| YTD | -32.9% | +15.2% | -48.1% | -45.5% |
| 1Y | -40.4% | +35.2% | -75.6% | -54.6% |
| 3Y | -17.1% | +522.6% | -539.7% | -66.5% |
| 5Y | -25.7% | +344.2% | -369.9% | -66.7% |
| 10Y | +504.6% | +1,188.7% | -684.0% | +89.9% |
| All | +504.6% | +1,252.1% | -747.4% | +89.9% |
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 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