+544.2%
VZ vs CIEN
+177.9%
+366.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.0% |
| 7D | +0.1% | -15.2% | +15.3% | +1.2% |
| 30D | +7.9% | -21.5% | +29.4% | +9.5% |
| 3M | +13.6% | -40.1% | +53.7% | +17.0% |
| 6M | +1.1% | -6.6% | +7.7% | +0.2% |
| YTD | +29.3% | +37.3% | -8.0% | +24.1% |
| 1Y | +21.2% | +174.5% | -153.3% | +10.1% |
| 3Y | +75.9% | +562.3% | -486.4% | +46.4% |
| 5Y | +24.1% | +463.9% | -439.9% | +3.4% |
| 10Y | +62.4% | +1,302.4% | -1,240.0% | +22.9% |
| All | +544.2% | +177.9% | +366.3% | +297.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling