+67.6%
UBER vs CIEN
+700.9%
-633.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.6% | +5.4% | +1.9% |
| 7D | +1.6% | +15.3% | -13.7% | -1.9% |
| 30D | +0.6% | -22.0% | +22.6% | +5.0% |
| 3M | -8.2% | -36.6% | +28.5% | -0.7% |
| 6M | -6.7% | -51.5% | +44.7% | +5.6% |
| YTD | -14.7% | +20.0% | -34.7% | -30.8% |
| 1Y | -24.1% | +44.5% | -68.5% | -42.8% |
| 3Y | +33.4% | +539.0% | -505.6% | -49.1% |
| 5Y | +54.5% | +356.8% | -302.4% | -33.8% |
| All | +67.6% | +700.9% | -633.2% | -44.3% |
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