+263.7%
QCOM vs CIEN
+1,400.2%
-1,136.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +6.3% | -3.2% | +1.2% |
| 7D | +5.1% | -5.3% | +10.3% | +6.5% |
| 30D | +4.3% | -17.2% | +21.5% | +9.5% |
| 3M | -19.6% | -26.9% | +7.2% | -13.0% |
| 6M | +29.5% | +16.0% | +13.5% | +19.1% |
| YTD | +3.4% | +45.9% | -42.6% | -13.6% |
| 1Y | +10.9% | +186.8% | -175.9% | -27.2% |
| 3Y | +74.8% | +607.8% | -533.0% | -22.4% |
| 5Y | +36.2% | +506.7% | -470.6% | -37.2% |
| 10Y | +263.7% | +1,438.7% | -1,175.0% | +33.2% |
| All | +263.7% | +1,400.2% | -1,136.4% | +33.2% |
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