+8,091.5%
QCOM vs CIEN
+154.5%
+7,937.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.5% |
| 7D | +13.0% | +27.4% | -14.4% | +6.3% |
| 30D | +0.2% | -26.6% | +26.7% | +7.2% |
| 3M | +9.2% | -32.0% | +41.2% | +17.8% |
| 6M | -15.0% | -49.1% | +34.1% | -2.6% |
| YTD | +5.2% | +25.7% | -20.5% | -6.3% |
| 1Y | +2.4% | +40.3% | -38.0% | -11.9% |
| 3Y | +52.0% | +566.2% | -514.2% | -15.0% |
| 5Y | +19.7% | +378.7% | -359.0% | -28.0% |
| 10Y | +246.9% | +1,252.3% | -1,005.4% | +54.3% |
| All | +8,091.5% | +154.5% | +7,937.0% | +2,735.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling