-8.1%
PATH vs CIEN
+22.1%
-30.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.5% | -5.5% | +0.1% |
| 7D | -5.3% | -24.1% | +18.8% | -6.4% |
| 30D | -0.5% | -45.5% | +44.9% | -3.7% |
| 3M | -7.1% | -39.7% | +32.6% | -8.5% |
| 6M | +23.8% | -57.8% | +81.6% | +20.1% |
| YTD | -20.7% | +4.1% | -24.8% | -30.2% |
| 1Y | -8.1% | +20.8% | -28.9% | -21.7% |
| All | -8.1% | +22.1% | -30.1% | -21.7% |
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 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