+2,761.7%
AVGO vs CIEN
+1,461.9%
+1,299.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.5% |
| 7D | +1.0% | +5.4% | -4.4% | -1.2% |
| 30D | -13.3% | -13.7% | +0.4% | -8.8% |
| 3M | -2.9% | -23.0% | +20.2% | +5.8% |
| 6M | +5.7% | -0.8% | +6.5% | +0.8% |
| YTD | +4.6% | +43.1% | -38.4% | -17.6% |
| 1Y | -1.6% | +157.6% | -159.3% | -40.9% |
| 3Y | +336.2% | +593.8% | -257.6% | +65.9% |
| 5Y | +695.6% | +520.6% | +175.1% | +208.0% |
| All | +2,761.7% | +1,461.9% | +1,299.8% | +737.9% |
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