+1,500.5%
CIEN vs BTG
+159.3%
+1,341.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.4% | +4.1% | +4.4% |
| 7D | +8.9% | -3.8% | +12.6% | +9.3% |
| 30D | -19.1% | +3.6% | -22.7% | -19.6% |
| 3M | -21.5% | +32.0% | -53.5% | -24.5% |
| 6M | +2.8% | +3.4% | -0.5% | +1.4% |
| YTD | +49.5% | +20.8% | +28.7% | +45.2% |
| 1Y | +163.8% | +22.4% | +141.4% | +155.3% |
| 3Y | +615.8% | +91.7% | +524.1% | +556.9% |
| 5Y | +548.4% | +79.0% | +469.4% | +492.4% |
| All | +1,500.5% | +159.3% | +1,341.2% | +1,416.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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