+276.6%
AVGO vs CIEN
+574.2%
-297.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +8.8% | -4.8% | +0.1% |
| 7D | +6.1% | +8.7% | -2.7% | +2.0% |
| 30D | -2.7% | -26.9% | +24.2% | +10.0% |
| 3M | -16.9% | -23.6% | +6.7% | -10.0% |
| 6M | -19.1% | -49.1% | +29.9% | +4.0% |
| YTD | +0.3% | +26.6% | -26.3% | -23.0% |
| 1Y | -1.2% | +42.7% | -43.9% | -29.5% |
| All | +276.6% | +574.2% | -297.6% | +17.4% |
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