+509.1%
CIEN vs BB
-25.5%
+534.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.6% | -0.6% |
| 7D | -4.6% | +1.8% | -6.4% | -5.0% |
| 30D | -12.8% | -12.2% | -0.6% | -10.1% |
| 3M | -23.1% | -12.3% | -10.7% | -20.8% |
| 6M | +6.1% | +122.7% | -116.6% | -13.0% |
| YTD | +44.5% | +104.5% | -60.0% | +20.6% |
| 1Y | +176.6% | +106.7% | +70.0% | +128.3% |
| 3Y | +601.0% | +70.0% | +531.0% | +475.5% |
| 5Y | +509.1% | -27.8% | +536.9% | +469.8% |
| All | +509.1% | -25.5% | +534.6% | +469.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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