+1,460.5%
CIEN vs BUD
-24.2%
+1,484.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -0.3% |
| 7D | -4.6% | -1.3% | -3.2% | -4.3% |
| 30D | -12.8% | -6.1% | -6.7% | -11.4% |
| 3M | -23.1% | -3.8% | -19.3% | -22.7% |
| 6M | +6.1% | +8.2% | -2.1% | +2.8% |
| YTD | +44.5% | +23.6% | +20.9% | +34.6% |
| 1Y | +176.6% | +33.4% | +143.2% | +151.2% |
| 3Y | +601.0% | +45.3% | +555.6% | +506.3% |
| 5Y | +509.1% | +44.3% | +464.8% | +420.5% |
| 10Y | +1,460.5% | -22.8% | +1,483.2% | +1,391.0% |
| All | +1,460.5% | -24.2% | +1,484.7% | +1,391.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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