+2,300.3%
AVGO vs CB
+246.2%
+2,054.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.4% | +9.2% | +8.9% |
| 7D | -0.9% | -1.5% | +0.6% | -0.4% |
| 30D | -11.6% | +6.5% | -18.2% | -13.6% |
| 3M | -25.2% | +4.1% | -29.2% | -26.4% |
| 6M | -25.4% | +14.4% | -39.9% | -29.9% |
| YTD | -7.2% | +17.5% | -24.7% | -14.2% |
| 1Y | -7.9% | +27.5% | -35.4% | -17.8% |
| 3Y | +262.1% | +71.6% | +190.5% | +172.0% |
| 5Y | +525.7% | +100.6% | +425.1% | +327.4% |
| 10Y | +2,300.3% | +243.0% | +2,057.3% | +1,142.4% |
| All | +2,300.3% | +246.2% | +2,054.1% | +1,142.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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