+363.4%
ORCL vs CIEN
+1,400.2%
-1,036.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +6.3% | -4.0% | +0.7% |
| 7D | +15.0% | -5.3% | +20.3% | +16.2% |
| 30D | +10.5% | -17.2% | +27.8% | +15.5% |
| 3M | -23.0% | -26.9% | +3.9% | -17.6% |
| 6M | +7.0% | +16.0% | -9.0% | -2.3% |
| YTD | -15.8% | +45.9% | -61.7% | -29.3% |
| 1Y | -31.1% | +186.8% | -217.9% | -53.0% |
| 3Y | +33.3% | +607.8% | -574.5% | -31.1% |
| 5Y | +94.3% | +506.7% | -412.4% | +1.4% |
| 10Y | +363.4% | +1,438.7% | -1,075.3% | +93.3% |
| All | +363.4% | +1,400.2% | -1,036.8% | +93.3% |
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