+570.0%
AVGO vs CAH
+505.3%
+64.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.1% | -5.8% | -4.8% |
| 7D | +18.2% | +3.5% | +14.7% | +18.0% |
| 30D | +0.2% | +13.5% | -13.2% | -0.4% |
| 3M | -16.8% | +21.8% | -38.6% | -17.7% |
| 6M | -16.5% | +51.5% | -68.0% | -19.7% |
| YTD | +0.8% | +38.1% | -37.3% | -2.0% |
| 1Y | +2.8% | +37.7% | -34.9% | 0.0% |
| 3Y | +278.5% | +179.6% | +98.9% | +225.0% |
| All | +570.0% | +505.3% | +64.7% | +336.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling