+663.7%
CIEN vs BAM
+71.9%
+591.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -3.4% | +9.7% | +7.9% |
| 7D | -5.3% | -1.6% | -3.7% | -4.8% |
| 30D | -17.2% | -6.0% | -11.2% | -15.2% |
| 3M | -26.9% | +7.3% | -34.2% | -30.1% |
| 6M | +16.0% | +8.2% | +7.8% | +9.8% |
| YTD | +45.9% | -3.8% | +49.8% | +45.1% |
| 1Y | +186.8% | -10.7% | +197.5% | +196.6% |
| 3Y | +607.8% | +55.3% | +552.4% | +489.2% |
| All | +663.7% | +71.9% | +591.8% | +527.7% |
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