+105.2%
TQQQ vs CIEN
+544.2%
-439.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.5% | -1.9% | -0.6% |
| 7D | -1.9% | +8.9% | -10.8% | -7.9% |
| 30D | -4.9% | -19.1% | +14.2% | +8.6% |
| 3M | -6.4% | -21.5% | +15.1% | +7.3% |
| 6M | +44.4% | +2.8% | +41.6% | +25.5% |
| YTD | +35.2% | +49.5% | -14.3% | -18.3% |
| 1Y | +49.5% | +163.8% | -114.3% | -46.2% |
| 3Y | +250.7% | +615.8% | -365.1% | -57.0% |
| All | +105.2% | +544.2% | -439.0% | -67.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling