+710.6%
CIEN vs AVTR
+5.6%
+705.0%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.5% | -4.1% | -4.4% |
| 7D | +15.3% | +0.5% | +14.8% | +15.2% |
| 30D | -22.0% | -1.0% | -21.0% | -21.6% |
| 3M | -36.6% | +12.2% | -48.8% | -38.4% |
| 6M | -51.5% | +97.5% | -148.9% | -60.1% |
| YTD | +20.0% | +35.6% | -15.6% | +8.3% |
| 1Y | +44.5% | +32.8% | +11.6% | +31.1% |
| 3Y | +539.0% | -16.5% | +555.5% | +530.7% |
| 5Y | +356.8% | -59.1% | +416.0% | +450.3% |
| All | +710.6% | +5.6% | +705.0% | +690.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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