+2,256.1%
CIEN vs BUD
+214.6%
+2,041.5%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.5% | +6.9% | +6.0% |
| 7D | -24.1% | +4.5% | -28.6% | -25.9% |
| 30D | -45.5% | +12.5% | -58.0% | -48.7% |
| 3M | -39.7% | 0.0% | -39.7% | -40.8% |
| 6M | -57.8% | +3.8% | -61.6% | -59.4% |
| YTD | +4.1% | +33.1% | -29.0% | -10.1% |
| 1Y | +20.8% | +35.5% | -14.7% | +3.4% |
| 3Y | +463.1% | +49.4% | +413.7% | +347.4% |
| 5Y | +302.3% | +48.0% | +254.2% | +214.9% |
| 10Y | +1,164.4% | -8.6% | +1,172.9% | +1,067.6% |
| All | +2,256.1% | +214.6% | +2,041.5% | +769.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling