+36.3%
CSCO vs VZ
+2.7%
+33.6%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.3% |
| 7D | -0.7% | +0.1% | -0.7% | -0.6% |
| 30D | -10.1% | +7.9% | -18.0% | -8.2% |
| 3M | -15.7% | +13.6% | -29.3% | -12.6% |
| 6M | +36.3% | +1.1% | +35.2% | +47.8% |
| All | +36.3% | +2.7% | +33.6% | +47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 6mo: compounded portfolio wealth divided by compounded VZ 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…
6mo analysis · Full analysis span regression · 6 months rolling