+244.8%
ORCL vs CIEN
+1,137.4%
-892.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.5% | -4.6% | -0.7% |
| 7D | -11.2% | -24.1% | +13.0% | -4.3% |
| 30D | -18.8% | -45.5% | +26.7% | -4.5% |
| 3M | -18.8% | -39.7% | +20.9% | -8.0% |
| 6M | -39.7% | -57.8% | +18.1% | -26.3% |
| YTD | -39.6% | +4.1% | -43.7% | -44.7% |
| 1Y | -51.7% | +20.8% | -72.6% | -58.1% |
| 3Y | +10.2% | +463.1% | -452.9% | -39.6% |
| 5Y | +30.8% | +302.3% | -271.5% | -24.3% |
| All | +244.8% | +1,137.4% | -892.6% | +56.4% |
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 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