+6.8%
NOW vs CIEN
+465.8%
-459.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.1% | -4.1% | -3.1% |
| 7D | -2.4% | -15.2% | +12.8% | 0.0% |
| 30D | +20.5% | -21.5% | +42.0% | +24.3% |
| 3M | +18.3% | -40.1% | +58.4% | +27.3% |
| 6M | +24.1% | -6.6% | +30.6% | +14.1% |
| YTD | -7.8% | +37.3% | -45.0% | -26.1% |
| 1Y | -21.4% | +174.5% | -195.9% | -51.4% |
| 3Y | +19.5% | +562.3% | -542.7% | -53.5% |
| All | +6.8% | +465.8% | -459.0% | -53.4% |
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