+345.6%
AVGO vs CIEN
+609.5%
-264.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +6.3% | -3.3% | +0.2% |
| 7D | -0.3% | -5.3% | +5.0% | +1.9% |
| 30D | -13.8% | -17.2% | +3.4% | -7.4% |
| 3M | -6.9% | -26.9% | +19.9% | +4.4% |
| 6M | +11.9% | +16.0% | -4.1% | -2.7% |
| YTD | +6.9% | +45.9% | -39.0% | -20.8% |
| 1Y | +7.4% | +186.8% | -179.4% | -45.7% |
| 3Y | +345.6% | +607.8% | -262.2% | +34.6% |
| All | +345.6% | +609.5% | -264.0% | +34.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling