+22.4%
VZ vs CIEN
+381.2%
-358.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | -0.1% |
| 7D | +0.9% | +27.4% | -26.4% | +1.6% |
| 30D | +6.9% | -26.6% | +33.5% | +6.4% |
| 3M | +0.6% | -32.0% | +32.6% | +0.1% |
| 6M | +0.3% | -49.1% | +49.4% | 0.0% |
| YTD | +21.9% | +25.7% | -3.8% | +21.9% |
| 1Y | +21.7% | +40.3% | -18.6% | +21.6% |
| 3Y | +58.5% | +566.2% | -507.7% | +48.5% |
| 5Y | +22.4% | +378.7% | -356.3% | +13.6% |
| All | +22.4% | +381.2% | -358.7% | +13.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling