-5.8%
PATH vs CIEN
+35.5%
-41.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.6% | +5.9% | +1.1% |
| 7D | +2.1% | +15.3% | -13.2% | +2.7% |
| 30D | +1.6% | -22.0% | +23.6% | +0.4% |
| 3M | -20.4% | -36.6% | +16.2% | -21.9% |
| 6M | +40.1% | -51.5% | +91.6% | +36.6% |
| YTD | -19.0% | +20.0% | -39.0% | -28.8% |
| 1Y | -5.8% | +44.5% | -50.3% | -20.1% |
| All | -5.8% | +35.5% | -41.4% | -20.1% |
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