+59.9%
VZ vs CIEN
+1,266.0%
-1,206.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -0.9% |
| 7D | +0.1% | -15.2% | +15.3% | +0.6% |
| 30D | +7.9% | -21.5% | +29.4% | +8.6% |
| 3M | +13.6% | -40.1% | +53.7% | +15.5% |
| 6M | +1.1% | -6.6% | +7.7% | +0.6% |
| YTD | +29.3% | +37.3% | -8.0% | +26.1% |
| 1Y | +21.2% | +174.5% | -153.3% | +13.5% |
| 3Y | +75.9% | +562.3% | -486.4% | +51.0% |
| 5Y | +24.1% | +463.9% | -439.9% | +6.4% |
| All | +59.9% | +1,266.0% | -1,206.1% | +26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CIEN.
Daily Out/Under-Performance
Portfolio return minus CIEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIEN 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 CIEN 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