+65.5%
VZ vs CIEN
+1,137.4%
-1,071.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.5% | -6.4% | -1.0% |
| 7D | +2.1% | -24.1% | +26.3% | +2.6% |
| 30D | +1.4% | -45.5% | +46.9% | +2.5% |
| 3M | -1.3% | -39.7% | +38.5% | -0.6% |
| 6M | -0.5% | -57.8% | +57.3% | +1.3% |
| YTD | +19.6% | +4.1% | +15.6% | +16.8% |
| 1Y | +22.4% | +20.8% | +1.6% | +18.3% |
| 3Y | +55.9% | +463.1% | -407.3% | +32.7% |
| 5Y | +20.4% | +302.3% | -281.9% | +4.2% |
| All | +65.5% | +1,137.4% | -1,071.8% | +31.9% |
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