+246.0%
ORCL vs CIEN
+1,190.2%
-944.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.0% | -2.5% | -1.8% |
| 7D | -6.5% | -9.3% | +2.8% | -4.3% |
| 30D | -16.6% | -39.5% | +22.9% | -4.8% |
| 3M | -21.6% | -29.8% | +8.2% | -14.9% |
| 6M | -39.4% | -50.4% | +11.0% | -29.1% |
| YTD | -38.7% | +16.3% | -55.0% | -45.6% |
| 1Y | -50.4% | +30.4% | -80.7% | -57.8% |
| 3Y | +8.1% | +516.6% | -508.5% | -42.4% |
| 5Y | +34.5% | +349.8% | -315.2% | -24.6% |
| 10Y | +246.0% | +1,184.7% | -938.7% | +53.7% |
| All | +246.0% | +1,190.2% | -944.2% | +53.7% |
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