+711.1%
AVGO vs CIEN
+500.1%
+210.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.2% | -0.7% |
| 7D | -0.8% | -4.6% | +3.8% | +1.1% |
| 30D | -13.7% | -12.8% | -0.9% | -9.3% |
| 3M | -6.9% | -23.1% | +16.1% | +2.0% |
| 6M | +5.8% | +6.1% | -0.3% | -3.6% |
| YTD | +5.7% | +44.5% | -38.9% | -20.4% |
| 1Y | +9.0% | +176.6% | -167.6% | -41.9% |
| 3Y | +340.5% | +601.0% | -260.4% | +40.4% |
| 5Y | +711.1% | +509.1% | +201.9% | +181.9% |
| All | +711.1% | +500.1% | +210.9% | +181.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling