+2,660.6%
AVGO vs CIEN
+1,159.7%
+1,500.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -4.6% | -0.2% | -2.8% |
| 7D | +18.2% | +15.3% | +2.9% | +11.3% |
| 30D | +0.2% | -22.0% | +22.2% | +10.1% |
| 3M | -16.8% | -36.6% | +19.8% | -2.1% |
| 6M | -16.5% | -51.5% | +35.0% | +8.0% |
| YTD | +0.8% | +20.0% | -19.1% | -16.7% |
| 1Y | +2.8% | +44.5% | -41.6% | -22.2% |
| 3Y | +278.5% | +539.0% | -260.5% | +44.7% |
| 5Y | +573.1% | +356.8% | +216.2% | +185.7% |
| All | +2,660.6% | +1,159.7% | +1,500.9% | +746.0% |
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