-25.1%
NOW vs CIEN
+356.6%
-381.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.6% | +6.2% | +2.3% |
| 7D | +0.3% | +15.3% | -15.0% | -1.9% |
| 30D | -27.0% | -22.0% | -5.0% | -24.6% |
| 3M | -19.6% | -36.6% | +17.0% | -15.3% |
| 6M | +17.5% | -51.5% | +68.9% | +27.9% |
| YTD | -33.3% | +20.0% | -53.2% | -46.2% |
| 1Y | -39.8% | +44.5% | -84.3% | -54.9% |
| 3Y | -19.9% | +539.0% | -559.0% | -70.4% |
| All | -25.1% | +356.6% | -381.7% | -66.2% |
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