+642.9%
WDC vs CIEN
+1,159.7%
-516.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -4.6% | -0.4% | -2.7% |
| 7D | +12.1% | +15.3% | -3.2% | +4.7% |
| 30D | -18.8% | -22.0% | +3.2% | -8.0% |
| 3M | -39.3% | -36.6% | -2.7% | -26.2% |
| 6M | -40.1% | -51.5% | +11.3% | -18.0% |
| YTD | +71.8% | +20.0% | +51.8% | +52.2% |
| 1Y | +88.5% | +44.5% | +44.0% | +53.3% |
| 3Y | +770.0% | +539.0% | +230.9% | +238.7% |
| 5Y | +549.0% | +356.8% | +192.2% | +184.5% |
| All | +642.9% | +1,159.7% | -516.9% | +125.5% |
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 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