+454.5%
V vs CIEN
+1,190.2%
-735.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | +0.1% |
| 7D | +0.6% | -9.3% | +9.9% | +1.6% |
| 30D | +9.7% | -39.5% | +49.2% | +16.7% |
| 3M | +17.3% | -29.8% | +47.1% | +20.9% |
| 6M | +33.2% | -50.4% | +83.6% | +42.9% |
| YTD | +21.3% | +16.3% | +5.0% | +7.2% |
| 1Y | +27.3% | +30.4% | -3.0% | +9.2% |
| 3Y | +76.1% | +516.6% | -440.5% | -1.5% |
| 5Y | +103.5% | +349.8% | -246.3% | +20.2% |
| 10Y | +454.5% | +1,184.7% | -730.2% | +159.1% |
| All | +454.5% | +1,190.2% | -735.7% | +159.1% |
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