+251.6%
ORCL vs CIEN
+1,252.1%
-1,000.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +10.7% | -7.5% | +0.2% |
| 7D | +0.5% | -5.3% | +5.8% | +1.6% |
| 30D | -15.3% | -40.1% | +24.8% | -3.1% |
| 3M | -18.2% | -34.7% | +16.5% | -9.5% |
| 6M | -38.4% | -50.9% | +12.4% | -27.8% |
| YTD | -37.7% | +15.2% | -52.9% | -44.6% |
| 1Y | -49.3% | +35.2% | -84.4% | -57.4% |
| 3Y | +10.6% | +522.6% | -512.0% | -41.1% |
| 5Y | +35.5% | +344.2% | -308.7% | -23.8% |
| 10Y | +251.6% | +1,188.7% | -937.1% | +56.5% |
| All | +251.6% | +1,252.1% | -1,000.5% | +56.5% |
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