+32,043.9%
AVGO vs CB
+946.3%
+31,097.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.4% | +5.2% | +5.4% |
| 7D | +25.0% | 0.0% | +24.9% | +25.0% |
| 30D | +2.0% | +7.4% | -5.4% | -1.3% |
| 3M | -12.3% | +8.6% | -20.9% | -15.7% |
| 6M | -12.8% | +16.1% | -29.0% | -19.8% |
| YTD | +5.9% | +20.2% | -14.3% | -4.9% |
| 1Y | +3.3% | +27.2% | -23.9% | -9.9% |
| 3Y | +293.1% | +72.7% | +220.4% | +181.2% |
| 5Y | +606.7% | +105.9% | +500.8% | +350.0% |
| 10Y | +2,733.6% | +248.1% | +2,485.5% | +1,130.4% |
| All | +32,043.9% | +946.3% | +31,097.6% | +7,271.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling