+17.8%
AVGO vs CAH
+65.8%
-48.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.1% |
| 7D | -3.0% | +5.4% | -8.3% | -2.0% |
| 30D | -14.4% | +3.3% | -17.8% | -13.8% |
| 3M | -14.4% | +22.8% | -37.2% | -12.0% |
| 6M | +13.1% | +11.3% | +1.9% | +16.2% |
| YTD | +3.8% | +21.1% | -17.3% | +7.4% |
| 1Y | +17.8% | +67.2% | -49.5% | +32.7% |
| All | +17.8% | +65.8% | -48.0% | +32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 1y: compounded portfolio wealth divided by compounded CAH 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…
1y analysis · Full analysis span regression · 6 months rolling