+562.4%
CIEN vs BAM
+84.8%
+477.6%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.7% | +10.5% | +9.5% |
| 7D | +8.7% | -2.9% | +11.6% | +10.3% |
| 30D | -26.9% | +14.7% | -41.6% | -31.7% |
| 3M | -23.6% | -4.1% | -19.5% | -22.6% |
| 6M | -49.1% | +9.6% | -58.7% | -52.1% |
| YTD | +26.6% | +3.4% | +23.2% | +21.2% |
| 1Y | +42.7% | +1.0% | +41.7% | +38.5% |
| 3Y | +570.8% | +88.2% | +482.6% | +424.4% |
| All | +562.4% | +84.8% | +477.6% | +424.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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