+1,500.5%
CIEN vs BRKR
+155.3%
+1,345.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.2% | +4.7% | +4.6% |
| 7D | +8.9% | -8.7% | +17.6% | +12.0% |
| 30D | -19.1% | -9.9% | -9.2% | -16.5% |
| 3M | -21.5% | -3.1% | -18.4% | -22.4% |
| 6M | +2.8% | +45.5% | -42.7% | -12.7% |
| YTD | +49.5% | +13.7% | +35.8% | +36.6% |
| 1Y | +163.8% | +67.4% | +96.4% | +107.7% |
| 3Y | +615.8% | -13.2% | +629.0% | +573.3% |
| 5Y | +548.4% | -39.5% | +587.9% | +580.5% |
| All | +1,500.5% | +155.3% | +1,345.1% | +895.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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