+1,261.7%
CIEN vs BUD
-4.5%
+1,266.2%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -2.3% | +11.1% | +9.4% |
| 7D | +8.7% | +0.5% | +8.3% | +8.5% |
| 30D | -26.9% | +7.4% | -34.3% | -28.9% |
| 3M | -23.6% | +4.3% | -27.9% | -25.3% |
| 6M | -49.1% | +5.3% | -54.4% | -50.6% |
| YTD | +26.6% | +33.2% | -6.7% | +14.3% |
| 1Y | +42.7% | +31.8% | +11.0% | +29.2% |
| 3Y | +570.8% | +47.8% | +523.1% | +474.2% |
| 5Y | +386.4% | +50.2% | +336.3% | +308.0% |
| 10Y | +1,261.7% | -4.8% | +1,266.5% | +1,142.8% |
| All | +1,261.7% | -4.5% | +1,266.2% | +1,142.8% |
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