+2.8%
AVGO vs CIEN
+35.5%
-32.7%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -4.6% | -0.2% | -3.1% |
| 7D | +18.2% | +15.3% | +2.9% | +12.5% |
| 30D | +0.2% | -22.0% | +22.2% | +8.0% |
| 3M | -16.8% | -36.6% | +19.8% | -5.2% |
| 6M | -16.5% | -51.5% | +35.0% | +3.4% |
| YTD | +0.8% | +20.0% | -19.1% | -14.4% |
| 1Y | +2.8% | +44.5% | -41.6% | -22.9% |
| All | +2.8% | +35.5% | -32.7% | -22.9% |
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 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