-49.6%
ORCL vs CIEN
+30.2%
-79.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +10.7% | -7.5% | +0.7% |
| 7D | +0.5% | -5.3% | +5.8% | +1.4% |
| 30D | -15.3% | -40.1% | +24.8% | -6.5% |
| 3M | -18.2% | -34.7% | +16.5% | -11.6% |
| 6M | -38.4% | -50.9% | +12.4% | -32.0% |
| YTD | -37.7% | +15.2% | -52.9% | -42.0% |
| All | -49.6% | +30.2% | -79.8% | -54.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling