+7.7%
V vs CIEN
+179.1%
-171.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -0.9% |
| 7D | -1.7% | -15.2% | +13.5% | -2.5% |
| 30D | +2.0% | -21.5% | +23.4% | +0.9% |
| 3M | +17.4% | -40.1% | +57.4% | +15.4% |
| 6M | +17.5% | -6.6% | +24.1% | +14.6% |
| YTD | +7.6% | +37.3% | -29.7% | +3.2% |
| 1Y | +7.7% | +174.5% | -166.8% | +0.4% |
| All | +7.7% | +179.1% | -171.4% | +0.4% |
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