+31,416.6%
AVGO vs CB
+858.5%
+30,558.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +1.0% |
| 7D | -3.0% | +0.5% | -3.4% | -3.2% |
| 30D | -14.4% | -3.1% | -11.3% | -13.4% |
| 3M | -14.4% | +9.0% | -23.4% | -18.8% |
| 6M | +13.1% | +2.9% | +10.3% | +9.9% |
| YTD | +3.8% | +10.1% | -6.3% | -2.9% |
| 1Y | +17.8% | +22.8% | -5.0% | +3.8% |
| 3Y | +325.3% | +73.8% | +251.5% | +200.5% |
| 5Y | +689.9% | +99.2% | +590.8% | +407.3% |
| 10Y | +2,597.0% | +218.2% | +2,378.8% | +1,119.9% |
| All | +31,416.6% | +858.5% | +30,558.1% | +7,431.1% |
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